KPF
BPFH

K2 Principal Fund’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

K2 Principal Fund’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39,154
Closed -$578K – 453
2021
Q2 		$578K Buy
+39,154
New +$578K 0.05% 204
2015
Q2 		– Sell
-407,895
Closed -$4.96M – 171
2015
Q1 		$4.96M Buy
+407,895
New +$4.96M 1.04% 23