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BPFHP
Boston Private Financial Holdings, Inc.
BPFHP
BPFHP
Delisted
BPFHP was delisted on the 14th of June, 2018.
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 |
|
|---|---|---|---|---|---|---|
| 1 |
ARMC
1
American Research & Management Company
Marion,
Massachusetts
| $1.22M | +$167K | +6,571 | +16% |
|
| 2 |
CW
2
Cobiz Wealth
Denver,
Colorado
| $930K | +$58.6K | +2,300 | +7% |
|
| 3 |
KIA
3
KCM Investment Advisors
Greenbrae,
California
| $804K | +$43.2K | +1,695 | +6% |
|
| 4 |
HCM
4
Highlander Capital Management
Short Hills,
New Jersey
| $514K | – | – | – |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $21.7K | – | – | – |
|
| 6 |
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $3K | – | – | – |
|