SFM
BPFH

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

Systematic Financial 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
2020
Q2 		– Sell
-42,145
Closed -$301K – 566
2020
Q1 		$301K Sell
42,145
-12,655
-23% -$90.4K 0.02% 317
2019
Q4 		$659K Buy
+54,800
New +$659K 0.03% 250
2017
Q2 		– Sell
-103,640
Closed -$1.7M – 709
2017
Q1 		$1.7M Buy
+103,640
New +$1.7M 0.03% 437