Boston Financial Mangement LLC Closed Holding Positions

Boston Financial Mangement LLC

  • $3.23 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EPD
Enterprise Products Partners L.P.

Energy
Q3 2020 Filed on Nov 12, 2020
9,135
$15.33 - $18.89 $140K - $173K
United Technologies Corp
Q2 2020 Filed on Aug 10, 2020
27,595
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Aug 10, 2020
4,879
$39.01 - $57.03 $190K - $278K
SJM
J M Smucker CO

Consumer Defensive
Q2 2020 Filed on Aug 10, 2020
908
$103.01 - $121.62 $93.5K - $110K
MPWR
Monolithic Power Systems Inc

Technology
Q2 2020 Filed on Aug 10, 2020
1,340
$153.42 - $237.0 $206K - $318K
Raytheon CO
Q2 2020 Filed on Aug 10, 2020
4,184
N/A
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 10, 2020
1,359
$69.37 - $91.69 $94.3K - $125K
Wellesley Bancorp Inc
Q2 2020 Filed on Aug 10, 2020
4,000
N/A
DOV
Dover Corp

Industrials
Q2 2020 Filed on Aug 10, 2020
1,834
$77.36 - $108.97 $142K - $200K
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 10, 2020
2,153
$74.84 - $91.67 $161K - $197K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
7,680
$21.84 - $31.8 $168K - $244K
CRI
Carters Inc

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
96,733
$64.12 - $111.53 $6.2M - $10.8M
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 05, 2020
3,934
$20.14 - $55.75 $79.2K - $219K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2020 Filed on May 05, 2020
12,100
$29.71 - $56.67 $359K - $686K
General Electric CO
Q1 2020 Filed on May 05, 2020
12,162
N/A
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 05, 2020
13,622
$4.53 - $13.68 $61.7K - $186K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q1 2020 Filed on May 05, 2020
18,060
$23.56 - $25.23 $425K - $456K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 05, 2020
1,775
$105.05 - $134.27 $186K - $238K
1 St Tr Unit 7180 Equity Income
Q4 2019 Filed on Feb 05, 2020
18,732
N/A
Green Energy Resources Inc
Q4 2019 Filed on Feb 05, 2020
1,500,000
N/A
Golden Leaf Hldgs LTD Com
Q4 2019 Filed on Feb 05, 2020
48,000
N/A
Fidelity Equity Income Ii
Q4 2019 Filed on Feb 05, 2020
11,730
N/A
Wasatch Emerging Mkt Small Cap
Q4 2019 Filed on Feb 05, 2020
19,451
N/A
Vanguard Total Stock Market In
Q4 2019 Filed on Feb 05, 2020
22,010
N/A
Templeton Emerging Markets Sma
Q4 2019 Filed on Feb 05, 2020
15,828
N/A
Paradigm Med Inds Inc
Q4 2019 Filed on Feb 05, 2020
10,000
N/A
1/100 Berkshire Htwy Cla 100 S
Q4 2019 Filed on Feb 05, 2020
200
N/A
1 St Tr Unit 7167 Smid Td 02/12
Q4 2019 Filed on Feb 05, 2020
13,303
N/A
Aquila Mun Tr Narragansett Y
Q4 2019 Filed on Feb 05, 2020
20,699
N/A
Vanguard Intl Growth Fd Admira
Q4 2019 Filed on Feb 05, 2020
7,478
N/A
Vanguard Index Fds Grw Index A
Q4 2019 Filed on Feb 05, 2020
7,375
N/A
Vanguard 500 Index Fund Adm
Q4 2019 Filed on Feb 05, 2020
27,238
N/A
Ssga S&P 500 Index Fund
Q4 2019 Filed on Feb 05, 2020
16,000
N/A
Allergan PLC Shs
Q4 2019 Filed on Feb 05, 2020
2,997
N/A
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 05, 2020
4,695
$34.13 - $44.26 $160K - $208K
T. Rowe Price Blue Chip Growth
Q4 2019 Filed on Feb 05, 2020
2,766
N/A
Buckeye Partners LP
Q4 2019 Filed on Feb 05, 2020
6,000
N/A
Fidelity Contrafund Inc
Q4 2019 Filed on Feb 05, 2020
101,980
N/A
Dodge & Cox Fds Intl Stk Fd
Q4 2019 Filed on Feb 05, 2020
87,846
N/A
Ivy International Core Equity
Q4 2019 Filed on Feb 05, 2020
10,184
N/A
Ixis Advisor Equity Fds Global
Q4 2019 Filed on Feb 05, 2020
12,494
N/A
Bruce Fund Inc
Q4 2019 Filed on Feb 05, 2020
670
N/A
Vanguard Star Fd Vngrd Tis Ins
Q4 2019 Filed on Feb 05, 2020
4,074
N/A
CSU.TO
Constellation Software Inc.

Technology
Q4 2019 Filed on Feb 05, 2020
26,744
N/A
DANOY
Groupe Danone

Consumer Defensive
Q4 2019 Filed on Feb 05, 2020
304,542
$16.09 - $17.75 $4.9M - $5.41M
NVZMY
Novozymes A/S Sponsored Adr (D

Basic Materials
Q4 2019 Filed on Feb 05, 2020
103,401
$40.36 - $49.32 $4.17M - $5.1M
Liberty Health Sciences Inc CO
Q4 2019 Filed on Feb 05, 2020
18,350
N/A
Matthews Intl Fds Pac Tiger In
Q4 2019 Filed on Feb 05, 2020
565,706
N/A
Loomis Sayles Fds Ii Growth Fd
Q4 2019 Filed on Feb 05, 2020
26,928
N/A
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