Daily Stock Analysis, BPFH, Boston Private Financial Holdings Inc, priceseries

Boston Private Financial Holdings Inc. Daily Stock Analysis
Stock Information
Open
14.65
Close
14.75
High
14.86
Low
14.61
Previous Close
14.74
Daily Price Gain
0.01
YTD High
15.92
YTD High Date
Jun 8, 2021
YTD Low
8.09
YTD Low Date
Jan 4, 2021
YTD Price Change
6.43
YTD Gain
77.30%
52 Week High
15.92
52 Week High Date
Jun 8, 2021
52 Week Low
7.52
52 Week Low Date
Dec 11, 2020
52 Week Price Change
7.08
52 Week Gain
92.32%
Recent priceSeries Trade Signals

These are sample algorithmic trades based on actual market data.

Trade Type
Entry Date
Entry Price
Exit Date
Exit Price
Trade Hold Time
Gain
Trade Record
LONG
Sep 18. 2017
13.28
Oct 12. 2017
14.30
18 Trading Days
7.68%
Link
LONG
Sep 5. 2019
10.22
Sep 26. 2019
10.87
15 Trading Days
6.30%
Link
LONG
Oct 1. 2020
5.47
Oct 26. 2020
6.34
17 Trading Days
15.95%
Link
LONG
Dec 30. 2020
8.25
Jan 27. 2021
12.25
18 Trading Days
48.55%
Link
LONG
Feb 3. 2021
12.72
Feb 23. 2021
13.62
13 Trading Days
7.09%
Link
Company Information
Stock Symbol
BPFH
Exchange
NasdaqGS
Company URL
http://www.bostonprivate.com
Company Phone
6175561900
CEO
Clayton G. Deutsch
Headquarters
Massachusetts
Business Address
10 POST OFFICE SQ, BOSTON, MA 02109
Sector
Equity
Industry Category
Banking
Industry Group
Regional - Northeast Banks
CIK
0000821127
About

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 high net worth individuals privately owned businesses, private partnerships and nonprofit organizations as well as provides financing support for housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Wealth Management and Trust segment offers comprehensive wealth management solutions for high net worth 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, mutual funds and high net worth individuals and their families throughout the United States (\

Description

Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides a range of banking services in the United States. The company operates through four segments: Private Banking, Wealth Management and Trust, Investment Management, and Wealth Advisory. Its deposit products include checking accounts, savings and NOW accounts, money market accounts, and certificates of deposit. The company also offers loans to individuals, such as residential mortgage and mortgage loans on investment or vacation properties, unsecured and secured personal lines of credit, home equity loans, and overdraft protection; and loans to businesses, including commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans. In addition, it provides wealth management solutions, including customized investment, wealth planning, trust, and family office services for high net worth individuals and families; investment management services for pension funds, endowments, trusts, foundations and select institutions, mutual funds, and high net worth individuals and their families; and wealth advisory services comprising financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning, and intergenerational gifting and succession planning. As of January 18, 2017, the company had offices in Boston, New York, Los Angeles, San Francisco, San Jose, Florida, and Wisconsin. Boston Private Financial Holdings, Inc. was incorporated in 1987 and is headquartered in Boston, Massachusetts.