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BPFH
Boston Private Financial Holdings, Inc.
BPFH
BPFH
Delisted
BPFH was delisted on the 30th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
ST
151
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$5K | -335 | Closed |
|
| 152 |
OSAM
152
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$4K | -296 | Closed |
|
| 153 |
PAM
153
Panagora Asset Management
Boston,
Massachusetts
| – | -$4K | -267 | Closed |
|
| 154 |
154
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -215 | Closed |
|
| 155 |
TFO
155
Tarbox Family Office
Newport Beach,
California
| – | -$3K | -204 | Closed |
|
| 156 |
GWS
156
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -102 | Closed |
|
| 157 |
EI
157
Ellevest Inc
New York
| – | -$1K | -74 | Closed |
|
| 158 |
158
Osaic Holdings
Scottsdale,
Arizona
| – | -$1K | -43 | Closed |
|