Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,900
| Closed | -$184K | – | 706 |
|
|
2017
Q4 | $184K | Hold |
11,900
| – | – | 0.01% | 589 |
|
|
2017
Q3 | $197K | Hold |
11,900
| – | – | 0.01% | 620 |
|
|
2017
Q2 | $183K | Hold |
11,900
| – | – | 0.01% | 592 |
|
|
2017
Q1 | $195K | Sell |
11,900
-11,800
| -50% | -$193K | 0.01% | 580 |
|
|
2016
Q4 | $392K | Hold |
23,700
| – | – | 0.03% | 445 |
|
|
2016
Q3 | $304K | Hold |
23,700
| – | – | 0.03% | 413 |
|
|
2016
Q2 | $279K | Hold |
23,700
| – | – | 0.03% | 399 |
|
|
2016
Q1 | $271K | Hold |
23,700
| – | – | 0.03% | 398 |
|
|
2015
Q4 | $269K | Hold |
23,700
| – | – | 0.03% | 407 |
|
|
2015
Q3 | $277K | Hold |
23,700
| – | – | 0.04% | 394 |
|
|
2015
Q2 | $318K | Buy |
+23,700
| New | +$318K | 0.04% | 396 |
|
|
2015
Q1 | – | Sell |
-23,700
| Closed | -$319K | – | 402 |
|
|
2014
Q4 | $319K | Hold |
23,700
| – | – | 0.04% | 379 |
|
|
2014
Q3 | $294K | Hold |
23,700
| – | – | 0.04% | 370 |
|
|
2014
Q2 | $319K | Hold |
23,700
| – | – | 0.04% | 380 |
|
|
2014
Q1 | $321K | Hold |
23,700
| – | – | 0.05% | 345 |
|
|
2013
Q4 | $299K | Hold |
23,700
| – | – | 0.05% | 327 |
|
|
2013
Q3 | $263K | Hold |
23,700
| – | – | 0.05% | 330 |
|
|
2013
Q2 | $252K | Buy |
+23,700
| New | +$252K | 0.04% | 344 |
|