GAM Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-223,100
| Closed | -$2.53M | – | 1086 |
|
|
2015
Q4 | $2.53M | Buy |
223,100
+22,100
| +11% | +$251K | 0.04% | 441 |
|
|
2015
Q3 | $2.35M | Hold |
201,000
| – | – | 0.04% | 441 |
|
|
2015
Q2 | $2.7M | Sell |
201,000
-29,600
| -13% | -$397K | 0.04% | 444 |
|
|
2015
Q1 | $2.8M | Buy |
230,600
+17,100
| +8% | +$208K | 0.04% | 428 |
|
|
2014
Q4 | $2.88M | Buy |
213,500
+9,300
| +5% | +$125K | 0.04% | 412 |
|
|
2014
Q3 | $2.53M | Buy |
204,200
+40,000
| +24% | +$496K | 0.04% | 443 |
|
|
2014
Q2 | $2.21M | Hold |
164,200
| – | – | 0.03% | 487 |
|
|
2014
Q1 | $2.22M | Buy |
164,200
+43,300
| +36% | +$586K | 0.04% | 469 |
|
|
2013
Q4 | $1.53M | Hold |
120,900
| – | – | 0.03% | 518 |
|
|
2013
Q3 | $1.34M | Buy |
+120,900
| New | +$1.34M | 0.03% | 584 |
|