Mackay Shields LLC’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
2021
Q2
Sell
-95,400
Closed -$1.27M 1488
2021
Q1
$1.27M Sell
95,400
-76,000
-44% -$1.01M 0.01% 930
2020
Q4
$1.45M Buy
171,400
+15,000
+10% +$127K 0.01% 969
2020
Q3
$863K Buy
156,400
+23,200
+17% +$128K 0.01% 1060
2020
Q2
$917K Sell
133,200
-91,400
-41% -$629K 0.01% 1053
2020
Q1
$1.61M Buy
224,600
+104,600
+87% +$748K 0.01% 763
2019
Q4
$1.44M Buy
120,000
+35,300
+42% +$425K 0.01% 979
2019
Q3
$987K Sell
84,700
-89,000
-51% -$1.04M 0.01% 1111
2019
Q2
$2.1M Buy
173,700
+140,800
+428% +$1.7M 0.01% 880
2019
Q1
$360K Hold
32,900
﹤0.01% 1246
2018
Q4
$348K Buy
+32,900
New +$348K ﹤0.01% 1230