LMCG Investments’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
Q3 | $8.76M | Buy |
748,535
+5,622
| +0.8% | +$65.8K | 0.19% | 214 |
|
|
2015
Q2 | $9.96M | Buy |
742,913
+260,710
| +54% | +$3.5M | 0.21% | 180 |
|
|
2015
Q1 | $5.86M | Sell |
482,203
-349,302
| -42% | -$4.24M | 0.12% | 289 |
|
|
2014
Q4 | $11.2M | Sell |
831,505
-53,841
| -6% | -$725K | 0.24% | 169 |
|
|
2014
Q3 | $11M | Sell |
885,346
-35,489
| -4% | -$440K | 0.25% | 170 |
|
|
2014
Q2 | $12.4M | Sell |
920,835
-45,540
| -5% | -$612K | 0.27% | 146 |
|
|
2014
Q1 | $13.1M | Sell |
966,375
-89,432
| -8% | -$1.21M | 0.29% | 133 |
|
|
2013
Q4 | $13.3M | Sell |
1,055,807
-1,230
| -0.1% | -$15.5K | 0.28% | 139 |
|
|
2013
Q3 | $11.7M | Buy |
1,057,037
+134,184
| +15% | +$1.49M | 0.28% | 132 |
|
|
2013
Q2 | $9.82M | Buy |
+922,853
| New | +$9.82M | 0.26% | 141 |
|