Aberdeen Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,548,280
| Closed | -$18.6M | – | 947 |
|
|
2019
Q4 | $18.6M | Sell |
1,548,280
-973,002
| -39% | -$11.7M | 0.05% | 343 |
|
|
2019
Q3 | $29.4M | Sell |
2,521,282
-838,685
| -25% | -$9.78M | 0.07% | 241 |
|
|
2019
Q2 | $40.6M | Sell |
3,359,967
-81,431
| -2% | -$983K | 0.09% | 203 |
|
|
2019
Q1 | $37.7M | Buy |
3,441,398
+55,879
| +2% | +$613K | 0.08% | 225 |
|
|
2018
Q4 | $35.4M | Sell |
3,385,519
-405,279
| -11% | -$4.24M | 0.08% | 219 |
|
|
2018
Q3 | $51.7M | Sell |
3,790,798
-300,498
| -7% | -$4.1M | 0.1% | 199 |
|
|
2018
Q2 | $65.2M | Sell |
4,091,296
-213,645
| -5% | -$3.4M | 0.13% | 156 |
|
|
2018
Q1 | $64.8M | Buy |
4,304,941
+288,132
| +7% | +$4.34M | 0.13% | 160 |
|
|
2017
Q4 | $62.1M | Buy |
4,016,809
+349,673
| +10% | +$5.4M | 0.12% | 169 |
|
|
2017
Q3 | $60.8M | Buy |
+3,667,136
| New | +$60.8M | 0.11% | 180 |
|