Jacobs Levy Equity 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
Q3 | – | Sell |
-58,666
| Closed | -$404K | – | 1136 |
|
|
2020
Q2 | $404K | Buy |
+58,666
| New | +$404K | ﹤0.01% | 828 |
|
|
2015
Q1 | – | Sell |
-33,481
| Closed | -$451K | – | 916 |
|
|
2014
Q4 | $451K | Hold |
33,481
| – | – | 0.01% | 618 |
|
|
2014
Q3 | $415K | Hold |
33,481
| – | – | 0.01% | 630 |
|
|
2014
Q2 | $450K | Sell |
33,481
-96,120
| -74% | -$1.29M | 0.01% | 652 |
|
|
2014
Q1 | $1.75M | Buy |
+129,601
| New | +$1.75M | 0.03% | 424 |
|