LWCFA
BPFH

Loring Wolcott & Coolidge Fiduciary Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,574
Closed -$30K – 735
2019
Q3 		$30K Buy
+2,574
New +$30K ﹤0.01% 470