TFS Capital’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-18,760
| Closed | -$241K | – | 945 |
|
|
2016
Q3 | $241K | Buy |
+18,760
| New | +$241K | 0.06% | 485 |
|
|
2015
Q1 | – | Sell |
-64,535
| Closed | -$869K | – | 1197 |
|
|
2014
Q4 | $869K | Buy |
64,535
+34,499
| +115% | +$465K | 0.08% | 397 |
|
|
2014
Q3 | $372K | Buy |
+30,036
| New | +$372K | 0.03% | 684 |
|
|
2014
Q1 | – | Sell |
-110,881
| Closed | -$1.4M | – | 1658 |
|
|
2013
Q4 | $1.4M | Buy |
110,881
+44,596
| +67% | +$563K | 0.07% | 434 |
|
|
2013
Q3 | $735K | Buy |
+66,285
| New | +$735K | 0.03% | 697 |
|