American Research & Management Company’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-47,651
| Closed | -$1.22M | – | 355 |
|
|
2018
Q1 | $1.22M | Buy |
47,651
+6,571
| +16% | +$168K | 0.4% | 54 |
|
|
2017
Q4 | $1.05M | Buy |
41,080
+1,780
| +5% | +$45.7K | 0.33% | 65 |
|
|
2017
Q3 | $1.01M | Buy |
39,300
+2,882
| +8% | +$73.9K | 0.33% | 65 |
|
|
2017
Q2 | $945K | Buy |
36,418
+400
| +1% | +$10.4K | 0.31% | 64 |
|
|
2017
Q1 | $927K | Sell |
36,018
-250
| -0.7% | -$6.43K | 0.33% | 57 |
|
|
2016
Q4 | $910K | Buy |
36,268
+3,050
| +9% | +$76.5K | 0.31% | 63 |
|
|
2016
Q3 | $871K | Buy |
33,218
+5,935
| +22% | +$156K | 0.32% | 63 |
|
|
2016
Q2 | $709K | Buy |
27,283
+2,208
| +9% | +$57.4K | 0.27% | 68 |
|
|
2016
Q1 | $638K | Buy |
25,075
+500
| +2% | +$12.7K | 0.27% | 71 |
|
|
2015
Q4 | $642K | Buy |
24,575
+1,200
| +5% | +$31.3K | 0.27% | 72 |
|
|
2015
Q3 | $594K | Buy |
23,375
+4,000
| +21% | +$102K | 0.26% | 74 |
|
|
2015
Q2 | $497K | Buy |
19,375
+4,450
| +30% | +$114K | 0.2% | 80 |
|
|
2015
Q1 | $387K | Sell |
14,925
-100
| -0.7% | -$2.59K | 0.16% | 83 |
|
|
2014
Q4 | $376K | Buy |
15,025
+1,200
| +9% | +$30K | 0.14% | 86 |
|
|
2014
Q3 | $344K | Buy |
13,825
+300
| +2% | +$7.47K | 0.12% | 93 |
|
|
2014
Q2 | $337K | Buy |
13,525
+1,875
| +16% | +$46.7K | 0.12% | 97 |
|
|
2014
Q1 | $271K | Sell |
11,650
-400
| -3% | -$9.31K | 0.1% | 104 |
|
|
2013
Q4 | $257K | Buy |
12,050
+200
| +2% | +$4.27K | 0.09% | 104 |
|
|
2013
Q3 | $282K | Buy |
11,850
+1,700
| +17% | +$40.5K | 0.11% | 102 |
|
|
2013
Q2 | $252K | Buy |
+10,150
| New | +$252K | 0.1% | 107 |
|