Ground Swell Capital’s Boston Private Financial Holdings, Inc. WTS BPFHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1K Hold
200
﹤0.01% 2278
2014
Q2
$1K Buy
+200
New +$1.15K ﹤0.01% 1865

Other funds holding BPFHW

Ground Swell Capital's BPFHW Position: Q3 2014 in Review

Ground Swell Capital held its Boston Private Financial Holdings, Inc. WTS (BPFHW) position steady in Q3 2014 at 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Ground Swell Capital first reported a position in BPFHW in Q2 2014 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BPFHW as of Q3 2014.

  • Ground Swell Capital held 200 shares of Boston Private Financial Holdings, Inc. WTS worth $1K as of Q3 2014.
  • Ground Swell Capital left its Boston Private Financial Holdings, Inc. WTS share count unchanged in Q3 2014.
  • Boston Private Financial Holdings, Inc. WTS made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2278 holding.
  • Ground Swell Capital first reported a position in Boston Private Financial Holdings, Inc. WTS in Q2 2014 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. WTS as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.