Sonora Investment Management’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-850
Closed -$21.7K 1240
2018
Q1
$21.7K Hold
850
﹤0.01% 551
2017
Q4
$21.8K Buy
+850
New +$21.8K ﹤0.01% 565

Sonora Investment Management's BPFHP Position: Q2 2018 in Review

Sonora Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q2 2018, closing a stake of 850 shares — an estimated $21.7K sold.

Sonora Investment Management first reported a position in BPFHP in Q4 2017 and held it in 2 quarters. The position peaked at $21.8K in Q4 2017. 0 funds tracked by Wall St. Rank hold BPFHP as of Q2 2018.

  • Sonora Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 850 Boston Private Financial Holdings, Inc. shares in Q2 2018, an estimated $21.7K.
  • Sonora Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2017 and held it in 2 quarters.
  • Sonora Investment Management's Boston Private Financial Holdings, Inc. position peaked at $21.8K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.