Wealthspire Advisors (Maryland)’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BPFH Stock Details BPFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-228	Closed	-$2K	–	2344
2019 Q1	$2K	Sell	228 -36	-14%	-$411	﹤0.01%	2253
2018 Q4	$3K	Buy	264 +100	+61%	+$1.26K	﹤0.01%	2027
2018 Q3	$2K	Sell	164 -64	-28%	-$935	﹤0.01%	2231
2018 Q2	$4K	Buy	228 +64	+39%	+$1.05K	﹤0.01%	1940
2018 Q1	$2K	Buy	164 +78	+91%	+$1.18K	﹤0.01%	2255
2017 Q4	$1K	Buy	86 +31	+56%	+$494	﹤0.01%	2383
2017 Q3	$1K	Buy	+55	New	+$831	﹤0.01%	2181

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BPFH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2019, closing a stake of 228 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in BPFH in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 180 funds tracked by Wall St. Rank hold BPFH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 228 Boston Private Financial Holdings, Inc. shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Boston Private Financial Holdings, Inc. in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Boston Private Financial Holdings, Inc. position peaked at $4K in Q2 2018.
180 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.