NWQ Investment Management Company’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-98,900
| Closed | -$2.47M | – | 181 |
|
|
2014
Q4 | $2.47M | Sell |
98,900
-8,773
| -8% | -$219K | 0.03% | 150 |
|
|
2014
Q3 | $2.68M | Buy |
107,673
+16,050
| +18% | +$399K | 0.03% | 153 |
|
|
2014
Q2 | $2.28M | Buy |
91,623
+19,563
| +27% | +$487K | 0.02% | 151 |
|
|
2014
Q1 | $1.68M | Buy |
72,060
+32,300
| +81% | +$753K | 0.01% | 149 |
|
|
2013
Q4 | $849K | Hold |
39,760
| – | – | 0.01% | 152 |
|
|
2013
Q3 | $946K | Buy |
39,760
+16,160
| +68% | +$384K | 0.01% | 141 |
|
|
2013
Q2 | $586K | Buy |
+23,600
| New | +$586K | 0.01% | 137 |
|