Financial Services » Banking | Boston Private Financial Holdings Inc.

Boston Private Financial Holdings Inc. | Mutual Funds

Mutual Funds that own Boston Private Financial Holdings Inc.

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
iShares Core S&P Small Cap ETF
4,638,890
5.49%
0
0.14%
09/06/2018
Aberdeen Small Cap Fund
2,907,386
3.44%
-8,736
2.27%
07/31/2018
Delaware Small Cap Value Fund
2,228,000
2.64%
0
0.7%
05/31/2018
Vanguard Small Cap Index Fund
2,115,505
2.5%
18,769
0.03%
07/31/2018
Vanguard Total Stock Market Index Fund
1,984,912
2.35%
0
0%
07/31/2018
American Funds Small Cap World Fund
1,978,177
2.34%
0
0.08%
06/30/2018
iShares Russell 2000 ETF
1,737,895
2.06%
0
0.05%
09/06/2018
Fidelity VIP - Mid Cap Portfolio
1,572,416
1.86%
52,400
0.26%
07/31/2018
Goldman Sachs Small Cap Value Fund
1,570,935
1.86%
8,562
0.33%
06/30/2018
Fidelity Series Small Cap Opportunities Fund
1,564,459
1.85%
228,100
0.35%
04/30/2018

About Boston Private Financial Holdings

View Profile
Address
Ten Post Office Square
Boston Massachusetts 02109
United States
Employees -
Website http://www.bostonprivate.com
Updated 07/08/2019
Boston Private Financial Holdings, Inc. engages in the business of wealth management. It operates through the following segments: Private Banking; Wealth Management and Trust; Investment Management; and Wealth Advisory. The Private Banking segment provides services to privately owned businesses, private partnerships, and nonprofit organizations.

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