Wellington Management Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8.12M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $48.7M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $708K | Hold |
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|
2018
Q4 | $683K | Sell |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $2.29M | Sell |
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|
2018
Q1 | $2.61M | Buy |
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|
2017
Q4 | $2.25M | Sell |
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|
2017
Q3 | $2.43M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $530K | Buy |
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|
2016
Q4 | $518K | Hold |
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|
2016
Q3 | $402K | Hold |
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|
2016
Q2 | $369K | Hold |
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|
2016
Q1 | $359K | Hold |
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|
2015
Q4 | $355K | Sell |
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|
2015
Q3 | $1.24M | Sell |
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|
2015
Q2 | $11M | Sell |
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|
2015
Q1 | $28M | Sell |
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|
2014
Q4 | $31.3M | Sell |
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|
2014
Q3 | $29M | Sell |
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|
2014
Q2 | $33.8M | Buy |
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|
2014
Q1 | $974K | Sell |
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|
2013
Q4 | $971K | Hold |
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|
2013
Q3 | $854K | Sell |
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|
2013
Q2 | $23.8M | Buy |
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