Highlander Capital Management’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-20,323
| Closed | -$514K | – | 790 |
|
2018
Q1 | $514K | Hold |
20,323
| – | – | 0.31% | 86 |
|
2017
Q4 | $521K | Hold |
20,323
| – | – | 0.38% | 71 |
|
2017
Q3 | $521K | Sell |
20,323
-675
| -3% | -$17.3K | 0.41% | 71 |
|
2017
Q2 | $540K | Hold |
20,998
| – | – | 0.42% | 64 |
|
2017
Q1 | $540K | Buy |
20,998
+800
| +4% | +$20.6K | 0.44% | 62 |
|
2016
Q4 | $507K | Buy |
20,198
+1,698
| +9% | +$42.6K | 0.44% | 63 |
|
2016
Q3 | $485K | Buy |
18,500
+300
| +2% | +$7.87K | 0.43% | 61 |
|
2016
Q2 | $473K | Buy |
18,200
+700
| +4% | +$18.2K | 0.43% | 62 |
|
2016
Q1 | $445K | Sell |
17,500
-3,600
| -17% | -$91.5K | 0.42% | 64 |
|
2015
Q4 | $552K | Hold |
21,100
| – | – | 0.51% | 49 |
|
2015
Q3 | $536K | Hold |
21,100
| – | – | 0.51% | 45 |
|
2015
Q2 | $542K | Buy |
21,100
+800
| +4% | +$20.6K | 0.49% | 50 |
|
2015
Q1 | $526K | Hold |
20,300
| – | – | 0.45% | 54 |
|
2014
Q4 | $511K | Sell |
20,300
-3,000
| -13% | -$75.5K | 0.44% | 59 |
|
2014
Q3 | $573K | Sell |
23,300
-7,500
| -24% | -$185K | 0.54% | 42 |
|
2014
Q2 | $767K | Buy |
30,800
+2,687
| +10% | +$66.9K | 0.69% | 32 |
|
2014
Q1 | $655K | Hold |
28,113
| – | – | 0.61% | 38 |
|
2013
Q4 | $600K | Hold |
28,113
| – | – | 0.57% | 38 |
|
2013
Q3 | $669K | Hold |
28,113
| – | – | 0.67% | 33 |
|
2013
Q2 | $699K | Buy |
+28,113
| New | +$699K | 0.74% | 28 |
|