BOSTON PRIVATE FINL HLDGS IN's ticker is BPFHP and the CUSIP is 101119303.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,608,000 | +110.2% | 63,066 | +111.4% | 0.05% | +8.9% |
| Q4 2017 | $765,000 | -0.5% | 29,838 | -0.4% | 0.04% | -4.3% |
| Q3 2017 | $769,000 | +0.8% | 29,966 | +1.9% | 0.05% | -2.1% |
| Q2 2017 | $763,000 | +32.9% | 29,396 | +31.7% | 0.05% | +29.7% |
| Q1 2017 | $574,000 | +66.9% | 22,322 | +62.6% | 0.04% | +60.9% |
| Q4 2016 | $344,000 | – | 13,727 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Highlander Capital Management, LLC | 20,323 | $521,000 | 0.38% |
| American Research & Management Co. | 41,080 | $1,054,000 | 0.32% |
| COBIZ WEALTH, LLC | 34,200 | $877,000 | 0.18% |
| KCM INVESTMENT ADVISORS LLC | 29,838 | $765,000 | 0.04% |
| Sonora Investment Management, LLC | 850 | $21,803,000 | 0.00% |
| GLENMEDE TRUST CO NA | 150 | $3,000 | 0.00% |