SAM
BPFH

Shell Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Shell Asset Management’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
Q4 		– Sell
-59,387
Closed -$983K – 1139
2017
Q3 		$983K Sell
59,387
-1,400
-2% -$23.2K 0.02% 621
2017
Q2 		$933K Hold
60,787
– – 0.02% 684
2017
Q1 		$997K Sell
60,787
-4,255
-7% -$69.8K 0.02% 646
2016
Q4 		$1.08M Buy
+65,042
New +$1.08M 0.03% 619