Example searches

BPFH Boston Private Financial Holdings, Inc.

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 non-profit organizations. The Wealth Management and Trust segment offers comprehensive wealth management solutions for individuals and families, including customized investment solutions, wealth planning, trust, and family office services. The Investment Management segment refers to the services given to serve the needs of pension funds, endowments, trusts, foundations and select institutions, and mutual funds. The Wealth Advisory segment provides planning-based financial strategies including, fee-only financial planning, tax planning, tax preparation, estate and insurance planning, retirement planning, charitable planning, intergenerational gifting and succession planning. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Company profile

Ticker
BPFH
Exchange
NASDAQ
Website
www.bostonprivate.com
CEO
Anthony G. DeChellis
Employees
Incorporated in
Massachusetts
Location
Massachusetts
Fiscal year end
Dec 31
Sector
Finance > Regional Banks
Industry (SEC)
State Commercial Banks
Bank Of New York Mellon • Ally Financial • Fifth Third Bancorp • Citizens Financial • Northern Trust • State Street • M&T Bank • Popular • Associated Banc-Corp • Commerce Bancshares ...
Former names
Boston Private Bancorp Inc
SEC CIK
0000821127
Corporate docs
IRS number
42976299

BPFH stock data

(
)

Calendar

4 Nov 19
28 Jan 20
31 Dec 20

News

Company financial data Financial data

Chart BPFH financial data
Quarter (USD) Sep 19 Jun 19 Mar 19 Dec 18
Revenue 81.28M 81.84M 83.59M 105.84M
Net income 19.96M 19.38M 19.44M 33.3M
Diluted EPS 0.24 0.22 0.25 0.42
Net profit margin 24.56% 23.68% 23.26% 31.46%
Operating income* 46.93M 46.02M 42.85M 58.54M
Net change in cash 12.25M -30.46M -31.05M 34.63M
Cash on hand 78.01M 65.76M 96.21M 127.26M
Annual (USD) Dec 18 Dec 17 Dec 16 Dec 15
Revenue 384.56M 378.65M 359.23M 346.94M
Net income 80.38M 40.59M 71.63M 64.93M
Diluted EPS 0.92 0.42 0.81 0.74
Net profit margin 20.90% 10.72% 19.94% 18.71%
Operating income* 174.26M 115.93M 124.25M 116.8M
Net change in cash 6.72M 13.98M -132.14M 66.09M
Cash on hand 127.26M 120.54M 106.56M 238.69M

Financial data from company earnings reports. *Asterisk values are approximate.

Institutional ownership Q3 2019

BPFH institutional ownership history Ownership history
13F holders
 Current Prev Q Change
Total holders 176 177 -0.6%
Opened positions 14 29 -51.7%
Closed positions 15 23 -34.8%
Increased positions 67 64 +4.7%
Reduced positions 58 46 +26.1%
13F shares
 Current Prev Q Change
Total value 19.51B 12.44B +56.8%
Total shares 77.44M 76.34M +1.4%
Total puts 13.4K 10.6K +26.4%
Total calls 0 0 –
Total put/call ratio Infinity Infinity NaN%
Largest owners
 Shares Value Change
BLK BlackRock 12.11M $141.1M -1.6%
Vanguard 8.6M $100.21M -7.4%
FMR 6.95M $80.98M +5.8%
Dimensional Fund Advisors 5.68M $66.25M +1.6%
STT State Street 2.92M $34.05M +0.0%
BK Bank Of New York Mellon 2.84M $33.09M +8.4%
SLA Standard Life Aberdeen 2.52M $29.39M -25.0%
Capital World Investors 1.98M $23.06M 0.0%
IVZ Invesco 1.89M $22.01M +15.6%
Banc Funds 1.77M $20.67M +7.9%
Largest transactions
 Shares Bought/sold Change
SLA Standard Life Aberdeen 2.52M -838.69K -25.0%
Vanguard 8.6M -690.39K -7.4%
BNP Paribas Asset Management Holding 660.04K +660.04K NEW
Select Equity 1.52M +631.5K +71.2%
Arrowstreet Capital, Limited Partnership 485.8K +416.71K +603.2%
FMR 6.95M +381.61K +5.8%
Citadel Advisors 23.44K -307.74K -92.9%
State of New Jersey Common Pension Fund D 298.4K +298.4K NEW
Marshall Wace 485.41K +288.08K +146.0%
Millennium Management 796.24K -283.94K -26.3%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: billed, eighteen, factor, foot, integration, landlord, leader, lost, merged, NaN, peer, recruiting, regression, reorganized, slightly
Removed: accomplish, adjustable, ARM, begun, created, effectively, fix, function, ongoing, reconcile, repricing, schedule, South
From filing 10-Q 2019 Q3

Financial reports

View all
10-Q
2019 Q3
Quarterly report
4 Nov 19
10-Q
2019 Q2
Quarterly report
5 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19
10-K
2018 FY
Annual report
27 Feb 19
10-Q
2018 Q3
Quarterly report
5 Nov 18
10-Q
2018 Q2
Quarterly report
1 Aug 18
10-Q
2018 Q1
Quarterly report
2 May 18
10-K
2017 Q4
Annual report
28 Feb 18
10-Q
2017 Q3
Quarterly report
7 Nov 17
10-Q
2017 Q2
Quarterly report
2 Aug 17

Current reports

View all
8-K
Boston Private Reports Fourth Quarter and Full Year 2019 Results
22 Jan 20
8-K
Regulation FD Disclosure
10 Jan 20
8-K
Departure of Directors or Certain Officers
1 Nov 19
8-K
Boston Private Reports Third Quarter 2019 Results
25 Oct 19
8-K
Other Events
18 Oct 19
8-K
Regulation FD Disclosure
30 Sep 19
8-K
Other Events
14 Aug 19
8-K
Boston Private Financial Holdings, Inc. Reports Second Quarter 2019 Results
24 Jul 19
8-K
Regulation FD Disclosure
21 May 19
8-K
Financial Statements and Exhibits
13 May 19

Registration and prospectus

View all
S-8
Registration of securities for employees
26 Nov 18
25-NSE
Exchange delisting
19 Nov 18
15-12G
Securities registration termination
25 Jun 18
25-NSE
Exchange delisting
14 Jun 18
S-8
Registration of securities for employees
2 Oct 14
S-8
Registration of securities for employees
2 May 14
424B3
Prospectus supplement
25 Jul 13
424B3
Prospectus supplement
31 May 13
8-A12B
Registration of securities on exchange
24 Apr 13
424B2
Prospectus for primary offering
19 Apr 13

Proxies

View all
DEF 14A
Definitive proxy
14 Mar 19
DEF 14A
Definitive proxy
14 Mar 18
DEF 14A
Definitive proxy
21 Mar 17
DEF 14A
Definitive proxy
17 Mar 16
DEF 14A
Definitive proxy
13 Mar 15
DEFA14A
Additional proxy soliciting materials
4 Apr 14
DEF 14A
Definitive proxy
7 Mar 14
DEF 14A
Definitive proxy
22 Mar 13
PRE 14A
Preliminary proxy
8 Mar 13
DEFR14A
Revised proxy
2 Apr 12

Other

View all
UPLOAD
Letter from SEC
13 Jan 14
CORRESP
Correspondence with SEC
2 Jan 14
UPLOAD
Letter from SEC
19 Dec 13
EFFECT
Notice of effectiveness
17 Jan 13
EFFECT
Notice of effectiveness
28 Jan 11
EFFECT
Notice of effectiveness
28 Jan 11
EFFECT
Notice of effectiveness
13 Aug 10
EFFECT
Notice of effectiveness
15 Jun 10
EFFECT
Notice of effectiveness
9 Apr 10
EFFECT
Notice of effectiveness
29 Apr 09

Ownership

View all
SC 13G/A
Boston Private Financial Holdings Inc
13 Feb 19
SC 13G/A
Boston Private Financial Holdings Inc
11 Feb 19
SC 13G/A
Boston Private Financial Holdings Inc
8 Feb 19
SC 13G/A
Boston Private Financial Holdings Inc
24 Jan 19
SC 13G/A
Boston Private Financial Holdings Inc
10 Jul 18
SC 13G/A
Boston Private Financial Holdings Inc
13 Feb 18
SC 13G/A
Boston Private Financial Holdings Inc
9 Feb 18
SC 13G/A
Boston Private Financial Holdings Inc
8 Feb 18
SC 13G/A
Boston Private Financial Holdings Inc
23 Jan 18
SC 13G/A
Boston Private Financial Holdings Inc
14 Feb 17