Wilmington Savings Fund Society’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,291
| Closed | -$173K | – | 353 |
|
|
2017
Q2 | $173K | Hold |
11,291
| – | – | 0.01% | 332 |
|
|
2017
Q1 | $185K | Hold |
11,291
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $187K | Hold |
11,291
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $145K | Hold |
11,291
| – | – | 0.01% | 322 |
|
|
2016
Q2 | $133K | Hold |
11,291
| – | – | 0.01% | 326 |
|
|
2016
Q1 | $129K | Hold |
11,291
| – | – | 0.01% | 336 |
|
|
2015
Q4 | $128K | Hold |
11,291
| – | – | 0.01% | 343 |
|
|
2015
Q3 | $132K | Hold |
11,291
| – | – | 0.01% | 342 |
|
|
2015
Q2 | $151K | Hold |
11,291
| – | – | 0.01% | 347 |
|
|
2015
Q1 | $137K | Hold |
11,291
| – | – | 0.01% | 348 |
|
|
2014
Q4 | $152K | Hold |
11,291
| – | – | 0.01% | 353 |
|
|
2014
Q3 | $140K | Hold |
11,291
| – | – | 0.01% | 363 |
|
|
2014
Q2 | $152K | Hold |
11,291
| – | – | 0.01% | 376 |
|
|
2014
Q1 | $153K | Hold |
11,291
| – | – | 0.01% | 379 |
|
|
2013
Q4 | $142K | Hold |
11,291
| – | – | 0.01% | 380 |
|
|
2013
Q3 | $125K | Hold |
11,291
| – | – | 0.01% | 384 |
|
|
2013
Q2 | $120K | Buy |
+11,291
| New | +$120K | 0.01% | 381 |
|