Jacobs Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-750,000
| Closed | -$4.14M | – | 53 |
|
2020
Q3 | $4.14M | Buy |
+750,000
| New | +$4.14M | 1.82% | 21 |
|
2016
Q1 | – | Sell |
-425,000
| Closed | -$4.82M | – | 44 |
|
2015
Q4 | $4.82M | Buy |
425,000
+3,910
| +0.9% | +$44.3K | 1.26% | 26 |
|
2015
Q3 | $4.93M | Buy |
421,090
+96,090
| +30% | +$1.12M | 1.27% | 27 |
|
2015
Q2 | $4.36M | Buy |
+325,000
| New | +$4.36M | 1.04% | 32 |
|