Nationwide Fund 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-70,309
| Closed | -$1.16M | – | 2565 |
|
2017
Q3 | $1.16M | Sell |
70,309
-500
| -0.7% | -$8.28K | ﹤0.01% | 1700 |
|
2017
Q2 | $1.09M | Buy |
70,809
+397
| +0.6% | +$6.09K | ﹤0.01% | 1738 |
|
2017
Q1 | $1.16M | Sell |
70,412
-3,815
| -5% | -$62.6K | ﹤0.01% | 1666 |
|
2016
Q4 | $1.23M | Sell |
74,227
-3,817
| -5% | -$63.1K | 0.01% | 1659 |
|
2016
Q3 | $1M | Buy |
78,044
+858
| +1% | +$11K | ﹤0.01% | 1786 |
|
2016
Q2 | $909K | Buy |
77,186
+79
| +0.1% | +$930 | ﹤0.01% | 1787 |
|
2016
Q1 | $900K | Sell |
77,107
-1,478
| -2% | -$17.3K | ﹤0.01% | 1774 |
|
2015
Q4 | $891K | Buy |
78,585
+1,063
| +1% | +$12.1K | ﹤0.01% | 1785 |
|
2015
Q3 | $907K | Hold |
77,522
| – | – | ﹤0.01% | 1780 |
|
2015
Q2 | $1.04M | Sell |
77,522
-6,615
| -8% | -$88.7K | ﹤0.01% | 1823 |
|
2015
Q1 | $1.02M | Buy |
84,137
+372
| +0.4% | +$4.52K | ﹤0.01% | 1868 |
|
2014
Q4 | $1.13M | Sell |
83,765
-1,621
| -2% | -$21.8K | ﹤0.01% | 1746 |
|
2014
Q3 | $1.06M | Sell |
85,386
-141
| -0.2% | -$1.75K | ﹤0.01% | 1797 |
|
2014
Q2 | $1.15M | Sell |
85,527
-144
| -0.2% | -$1.94K | ﹤0.01% | 1779 |
|
2014
Q1 | $1.16M | Sell |
85,671
-1,079
| -1% | -$14.6K | 0.01% | 1655 |
|
2013
Q4 | $1.1M | Sell |
86,750
-1,981
| -2% | -$25K | ﹤0.01% | 1816 |
|
2013
Q3 | $985K | Sell |
88,731
-48,465
| -35% | -$538K | ﹤0.01% | 1849 |
|
2013
Q2 | $1.46M | Buy |
+137,196
| New | +$1.46M | 0.01% | 1485 |
|