KIA
BPFHP

KCM Investment Advisors’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

KCM Investment Advisors’s Portfolio BPFHP Stock Details BPFHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-31,533
Closed -$804K – 550
2018
Q1 		$804K Buy
31,533
+1,695
+6% +$43.2K 0.05% 285
2017
Q4 		$765K Sell
29,838
-128
-0.4% -$3.28K 0.04% 294
2017
Q3 		$769K Buy
29,966
+570
+2% +$14.7K 0.05% 290
2017
Q2 		$763K Buy
29,396
+7,074
+32% +$182K 0.05% 289
2017
Q1 		$574K Buy
22,322
+8,595
+63% +$220K 0.04% 340
2016
Q4 		$344K Buy
+13,727
New +$351K 0.02% 415

KCM Investment Advisors's BPFHP Position: Q2 2018 in Review

KCM Investment Advisors sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q2 2018, closing a stake of 31,533 shares — an estimated $804K sold.

KCM Investment Advisors first reported a position in BPFHP in Q4 2016 and held it in 6 quarters. The position peaked at $804K in Q1 2018. 0 funds tracked by Wall St. Rank hold BPFHP as of Q2 2018.

  • KCM Investment Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 31,533 Boston Private Financial Holdings, Inc. shares in Q2 2018, an estimated $804K.
  • KCM Investment Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 6 quarters.
  • KCM Investment Advisors's Boston Private Financial Holdings, Inc. position peaked at $804K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2018.

Based on KCM Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.