Bryn Mawr Capital Management Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-284,279
| Closed | -$3.33M | – | 342 |
|
|
2015
Q3 | $3.33M | Buy |
284,279
+32,788
| +13% | +$384K | 0.58% | 57 |
|
|
2015
Q2 | $3.37M | Buy |
251,491
+134,467
| +115% | +$1.8M | 0.5% | 69 |
|
|
2015
Q1 | $1.42M | Buy |
+117,024
| New | +$1.42M | 0.19% | 154 |
|
|
2014
Q4 | – | Sell |
-28,930
| Closed | -$358K | – | 656 |
|
|
2014
Q3 | $358K | Buy |
+28,930
| New | +$358K | 0.04% | 442 |
|