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
Neuberger Berman Equity Ser	Q4 2019 Filed on Feb 05, 2020	4,151	N/A
American Funds American Mutual	Q4 2019 Filed on Feb 05, 2020	5,000	N/A
Matthews Pacific Tiger Inv	Q4 2019 Filed on Feb 05, 2020	41,522	N/A
EOG Eog Resources Inc Energy	Q3 2019 Filed on Nov 08, 2019	2,550	$71.66 - $93.09 $183K - $237K
Red Hat Inc	Q3 2019 Filed on Nov 08, 2019	1,812	N/A
Blackstone Group LP	Q3 2019 Filed on Nov 08, 2019	7,600	N/A
GTTNQ Gtt Communications, Inc. Communication Services	Q3 2019 Filed on Nov 08, 2019	181,243	$6.09 - $18.8 $1.1M - $3.41M
Invesco Oppenheimer Internatio	Q3 2019 Filed on Nov 08, 2019	19,617	N/A
American Funds Inc Fund Of Ame	Q3 2019 Filed on Nov 08, 2019	10,075	N/A
Vanguard 500 Index Fund Inv	Q3 2019 Filed on Nov 08, 2019	936	N/A
Bca Marketplace	Q2 2019 Filed on Jul 24, 2019	1,623,737	N/A
Titan Oil & Gas Inc	Q2 2019 Filed on Jul 24, 2019	10,000	N/A
Vanguard Dividend Growth Inv	Q2 2019 Filed on Jul 24, 2019	17,808	N/A
BEN Franklin Resources Inc Financial Services	Q2 2019 Filed on Jul 24, 2019	6,378	$31.82 - $35.67 $203K - $228K
Skinny Nutritional Corp	Q2 2019 Filed on Jul 24, 2019	101,000	N/A
Envision Solar International C	Q2 2019 Filed on Jul 24, 2019	13,478	N/A
Dowdupont Inc	Q2 2019 Filed on Jul 24, 2019	8,695	N/A
Fidelity Growth Company Fund	Q2 2019 Filed on Jul 24, 2019	12,144	N/A
Franklin Small Cap Growth Adv	Q2 2019 Filed on Jul 24, 2019	34,921	N/A
Oppenheimer International Grow	Q2 2019 Filed on Jul 24, 2019	19,617	N/A
Firstservice Corp	Q2 2019 Filed on Jul 24, 2019	89,483	N/A
Anadarko Pete Corp	Q2 2019 Filed on Jul 24, 2019	10,826	N/A
Primecap Odyssey Aggr Grth	Q1 2019 Filed on Apr 25, 2019	6,673	N/A
Dfa Invt Dimensions Group Inc	Q1 2019 Filed on Apr 25, 2019	14,422	N/A
Columbia Acorn Intl R5	Q1 2019 Filed on Apr 25, 2019	13,380	N/A
Torchmark Corp	Q1 2019 Filed on Apr 25, 2019	4,606	N/A
Steris PLC Shs Usd	Q1 2019 Filed on Apr 25, 2019	130,315	N/A
ARMK Aramark Industrials	Q1 2019 Filed on Apr 25, 2019	380,139	$28.68 - $33.81 $10.9M - $12.9M
Bb&T Corp	Q1 2019 Filed on Apr 25, 2019	19,561	N/A
Brown Advisory Flexible Equity	Q1 2019 Filed on Apr 25, 2019	27,985	N/A
BIIB Biogen Inc. Healthcare	Q1 2019 Filed on Apr 25, 2019	1,094	$216.71 - $338.96 $237K - $371K
EQNR Equinor Asa Energy	Q1 2019 Filed on Apr 25, 2019	22,865	$21.62 - $23.47 $494K - $537K
BIDU Baidu, Inc. Communication Services	Q4 2018 Filed on Jan 31, 2019	1,100	$157.12 - $227.4 $173K - $250K
Oppenheimer International Grow	Q4 2018 Filed on Jan 31, 2019	10,229	N/A
Praxair Inc	Q4 2018 Filed on Jan 31, 2019	23,328	N/A
Wasatch Emerging Mkt Small Cap	Q4 2018 Filed on Jan 31, 2019	1,981,591	N/A
Matthews Asia Small Cos	Q4 2018 Filed on Jan 31, 2019	12,160	N/A
Matthews Asia Small Companies	Q4 2018 Filed on Jan 31, 2019	69,503	N/A
Longleaf Partners Sm Cap Fd	Q4 2018 Filed on Jan 31, 2019	7,450	N/A
Cigna Corp	Q4 2018 Filed on Jan 31, 2019	2,308	N/A
Columbia Acorn Intl Fund Z	Q4 2018 Filed on Jan 31, 2019	22,181	N/A
Energy Transfer Partners LP	Q4 2018 Filed on Jan 31, 2019	12,600	N/A
FEN First Trust Energy Income & Growth Fund Financial Services	Q4 2018 Filed on Jan 31, 2019	9,750	$17.98 - $22.39 $175K - $218K
Luxottica Grp S P A Adr	Q4 2018 Filed on Jan 31, 2019	331,581	N/A
Spectra Energy Partners LP	Q4 2018 Filed on Jan 31, 2019	6,600	N/A
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q4 2018 Filed on Jan 31, 2019	8,546	$52.01 - $52.96 $444K - $453K
Legg Mason Partners Income Tr	Q4 2018 Filed on Jan 31, 2019	16,508	N/A
VSS Vanguard Intl Eqty Ftse All Wo ETFs	Q4 2018 Filed on Jan 31, 2019	9,655	N/A
Brown Advisory Wmc Strat Eurp	Q4 2018 Filed on Jan 31, 2019	69,904	N/A
Credit Suisse Ag Nassau Brh	Q4 2018 Filed on Jan 31, 2019	4,000	N/A

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