Kennedy Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-91,894
| Closed | -$1.08M | – | 766 |
|
|
2015
Q3 | $1.08M | Sell |
91,894
-309,590
| -77% | -$3.62M | 0.02% | 649 |
|
|
2015
Q2 | $5.38M | Sell |
401,484
-32,034
| -7% | -$430K | 0.1% | 377 |
|
|
2015
Q1 | $5.27M | Sell |
433,518
-65,115
| -13% | -$791K | 0.09% | 394 |
|
|
2014
Q4 | $6.72M | Sell |
498,633
-156,982
| -24% | -$2.11M | 0.12% | 306 |
|
|
2014
Q3 | $8.12M | Sell |
655,615
-35,380
| -5% | -$438K | 0.16% | 238 |
|
|
2014
Q2 | $9.29M | Sell |
690,995
-187,204
| -21% | -$2.52M | 0.17% | 212 |
|
|
2014
Q1 | $11.9M | Sell |
878,199
-20,515
| -2% | -$278K | 0.22% | 145 |
|
|
2013
Q4 | $11.3M | Sell |
898,714
-2,421
| -0.3% | -$30.6K | 0.21% | 155 |
|
|
2013
Q3 | $9.99M | Buy |
901,135
+87,142
| +11% | +$966K | 0.19% | 178 |
|
|
2013
Q2 | $8.66M | Buy |
+813,993
| New | +$8.66M | 0.18% | 208 |
|