SSG
BPFH

Summit Securities Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Summit Securities Group’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-15,403
Closed -$181K – 264
2016
Q2 		$181K Buy
15,403
+3,529
+30% +$41.5K 0.1% 192
2016
Q1 		$136K Buy
+11,874
New +$136K 0.1% 130