PA
BPFH

Perennial Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Perennial Advisors’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,200
Closed -$20K – 205
2017
Q1 		$20K Hold
1,200
– – 0.02% 123
2016
Q4 		$20K Buy
+1,200
New +$20K 0.02% 128