STA
BPFH

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

Summit Trail 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
2018
Q1 		– Sell
-311
Closed -$5K – 1894
2017
Q4 		$5K Buy
+311
New +$5K ﹤0.01% 1444