Moors & Cabot’s Boston Private Financial Holdings, Inc. WTS BPFHW Stock Holding History

Moors & Cabot’s Portfolio BPFHW Stock Details BPFHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,000	Closed	-$103K	–	612
2018 Q2	$103K	Hold	10,000	–	–	0.01%	536
2018 Q1	$91K	Hold	10,000	–	–	0.01%	558
2017 Q4	$96K	Hold	10,000	–	–	0.01%	546
2017 Q3	$107K	Hold	10,000	–	–	0.02%	516
2017 Q2	$91K	Buy	+10,000	New	+$94.8K	0.02%	490

Other funds holding BPFHW

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moors & Cabot's BPFHW Position: Q3 2018 in Review

Moors & Cabot sold out of Boston Private Financial Holdings, Inc. WTS (BPFHW) in Q3 2018, closing a stake of 10,000 shares — an estimated $103K sold.

Moors & Cabot first reported a position in BPFHW in Q2 2017 and held it in 5 quarters. The position peaked at $107K in Q3 2017. 3 funds tracked by Wall St. Rank hold BPFHW as of Q3 2018.

Moors & Cabot reported no remaining Boston Private Financial Holdings, Inc. WTS position as of Q3 2018 after selling out during the quarter.
Moors & Cabot sold 10,000 Boston Private Financial Holdings, Inc. WTS shares in Q3 2018, an estimated $103K.
Moors & Cabot first reported a position in Boston Private Financial Holdings, Inc. WTS in Q2 2017 and held it in 5 quarters.
Moors & Cabot's Boston Private Financial Holdings, Inc. WTS position peaked at $107K in Q3 2017.
3 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. WTS as of Q3 2018.

Based on Moors & Cabot's 13F filing for Q3 2018, filed 14 Nov 2018.