Anchor Capital Advisors’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
Q4 | – | Sell |
-11,715
| Closed | -$65K | – | 272 |
|
|
2020
Q3 | $65K | Hold |
11,715
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $81K | Hold |
11,715
| – | – | ﹤0.01% | 244 |
|
|
2020
Q1 | $84K | Hold |
11,715
| – | – | ﹤0.01% | 239 |
|
|
2019
Q4 | $141K | Hold |
11,715
| – | – | ﹤0.01% | 251 |
|
|
2019
Q3 | $137K | Hold |
11,715
| – | – | ﹤0.01% | 250 |
|
|
2019
Q2 | $141K | Hold |
11,715
| – | – | 0.01% | 244 |
|
|
2019
Q1 | $128 | Sell |
11,715
-2,520
| -18% | -$28 | ﹤0.01% | 244 |
|
|
2018
Q4 | $150K | Sell |
14,235
-11,902
| -46% | -$125K | 0.01% | 269 |
|
|
2018
Q3 | $357K | Hold |
26,137
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $416K | Hold |
26,137
| – | – | 0.02% | 231 |
|
|
2018
Q1 | $393K | Hold |
26,137
| – | – | 0.01% | 258 |
|
|
2017
Q4 | $404K | Hold |
26,137
| – | – | 0.01% | 219 |
|
|
2017
Q3 | $433K | Hold |
26,137
| – | – | 0.02% | 209 |
|
|
2017
Q2 | $401K | Hold |
26,137
| – | – | 0.01% | 212 |
|
|
2017
Q1 | $429K | Sell |
26,137
-6,523
| -20% | -$107K | 0.01% | 215 |
|
|
2016
Q4 | $541K | Sell |
32,660
-3,440
| -10% | -$57K | 0.02% | 199 |
|
|
2016
Q3 | $463K | Buy |
36,100
+8,390
| +30% | +$108K | 0.02% | 217 |
|
|
2016
Q2 | $326K | Sell |
27,710
-6,720
| -20% | -$79.1K | 0.01% | 243 |
|
|
2016
Q1 | $394K | Sell |
34,430
-13
| -0% | -$149 | 0.01% | 222 |
|
|
2015
Q4 | $391K | Sell |
34,443
-2,100
| -6% | -$23.8K | 0.01% | 239 |
|
|
2015
Q3 | $428K | Hold |
36,543
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $490K | Sell |
36,543
-400
| -1% | -$5.36K | 0.01% | 227 |
|
|
2015
Q1 | $449K | Buy |
36,943
+876
| +2% | +$10.6K | 0.01% | 233 |
|
|
2014
Q4 | $486K | Sell |
36,067
-4,367
| -11% | -$58.8K | 0.01% | 239 |
|
|
2014
Q3 | $501K | Sell |
40,434
-6,700
| -14% | -$83K | 0.01% | 247 |
|
|
2014
Q2 | $633K | Sell |
47,134
-1,056
| -2% | -$14.2K | 0.01% | 237 |
|
|
2014
Q1 | $652K | Sell |
48,190
-15,088
| -24% | -$204K | 0.01% | 224 |
|
|
2013
Q4 | $799K | Sell |
63,278
-16,000
| -20% | -$202K | 0.02% | 204 |
|
|
2013
Q3 | $879K | Hold |
79,278
| – | – | 0.02% | 180 |
|
|
2013
Q2 | $844K | Buy |
+79,278
| New | +$844K | 0.02% | 184 |
|