BOSTON PRIVATE FINL HLDGS IN's ticker is BPFHP and the CUSIP is 101119303.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,472,000 | -7.7% | 98,900 | -8.1% | 0.03% | +3.4% |
| Q3 2014 | $2,678,000 | +17.4% | 107,673 | +17.5% | 0.03% | +26.1% |
| Q2 2014 | $2,281,000 | +35.9% | 91,623 | +27.1% | 0.02% | +53.3% |
| Q1 2014 | $1,679,000 | +97.8% | 72,060 | +81.2% | 0.02% | +114.3% |
| Q4 2013 | $849,000 | -10.3% | 39,760 | 0.0% | 0.01% | -22.2% |
| Q3 2013 | $946,000 | +61.4% | 39,760 | +68.5% | 0.01% | +80.0% |
| Q2 2013 | $586,000 | – | 23,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Research & Management Co. | 47,651 | $1,215,000 | 0.40% |
| Highlander Capital Management, LLC | 20,323 | $514,000 | 0.31% |
| COBIZ WEALTH, LLC | 36,500 | $930,000 | 0.20% |
| KCM INVESTMENT ADVISORS LLC | 63,066 | $1,608,000 | 0.05% |
| Sonora Investment Management, LLC | 850 | $21,667,000 | 0.00% |
| GLENMEDE TRUST CO NA | 150 | $3,000 | 0.00% |