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Boston Private Finl Hldgs in

Q4 2017 vs Q1 2018

Comparing institutional holders between quarters

Quarters

Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
American Research & Management Co.
INCREASED
Shares47,651 from 41,080
Change+6,571 (+16%)
Value$1.2K (+$161)
Filed 2018-04-19
Cobiz Investment Management, LLC
INCREASED
Shares36,500 from 34,200
Change+2,300 (+7%)
Value$930 (+$53)
Filed 2018-04-13
KCM Investment Advisors LLC
INCREASED
Shares31,533 from 29,838
Change+1,695 (+6%)
Value$804 (+$39)
Filed 2018-05-09
Highlander Capital Management, LLC
UNCHANGED
Shares20,323 from 20,323
Change0 (0%)
Value$514 (-$7)
Filed 2018-05-16
Sonora Investment Management, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$21.7K (-$136)
Filed 2018-04-19
Glenmede Trust Co NA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3 ($0)
Filed 2018-05-15
Status
American Research & Management Co.
INCREASED47,65141,080+6,571+16%$1.1K$1.2K+$1612018-04-19
Cobiz Investment Management, LLC
INCREASED36,50034,200+2,300+7%$877$930+$532018-04-13
KCM Investment Advisors LLC
INCREASED31,53329,838+1,695+6%$765$804+$392018-05-09
Highlander Capital Management, LLC
UNCHANGED20,32320,32300%$521$514-$72018-05-16
Sonora Investment Management, LLC
UNCHANGED85085000%$21.8K$21.7K-$1362018-04-19
Glenmede Trust Co NA
UNCHANGED15015000%$3$3$02018-05-15
Showing 6 of 6 institutions