Managed Account Advisors’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
Q2 | $199K | Buy |
+14,850
| New | +$199K | ﹤0.01% | 2483 |
|
|
2014
Q4 | – | Sell |
-85,307
| Closed | -$1.06M | – | 2805 |
|
|
2014
Q3 | $1.06M | Sell |
85,307
-1,999
| -2% | -$24.8K | ﹤0.01% | 2025 |
|
|
2014
Q2 | $1.17M | Sell |
87,306
-3,231
| -4% | -$43.4K | ﹤0.01% | 1967 |
|
|
2014
Q1 | $1.23M | Buy |
90,537
+1,905
| +2% | +$25.8K | ﹤0.01% | 1899 |
|
|
2013
Q4 | $1.12M | Sell |
88,632
-23,042
| -21% | -$291K | ﹤0.01% | 1889 |
|
|
2013
Q3 | $1.24M | Sell |
111,674
-1,628
| -1% | -$18K | ﹤0.01% | 1836 |
|
|
2013
Q2 | $1.21M | Buy |
+113,302
| New | +$1.21M | ﹤0.01% | 1811 |
|