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
Celgene Corp
Q4 2018 Filed on Jan 31, 2019
4,317
N/A
Sunedison Inc
Q4 2018 Filed on Jan 31, 2019
22,600
N/A
Dfa Us Sustainability Core 1
Q4 2018 Filed on Jan 31, 2019
14,507
N/A
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Jan 31, 2019
9,650
$20.98 - $40.65 $202K - $392K
Fidelity Devonshire Tr Tax Fre
Q4 2018 Filed on Jan 31, 2019
19,108
N/A
Mfs Ma Muni Cl A
Q4 2018 Filed on Jan 31, 2019
24,483
N/A
Advisors Inner Circle Fd Edgwd
Q4 2018 Filed on Jan 31, 2019
15,361
N/A
Brown Advisory Beutelgoodman L
Q4 2018 Filed on Jan 31, 2019
52,681
N/A
Zenosense Inc
Q4 2018 Filed on Jan 31, 2019
10,000
N/A
Artisan Global Value Advisor
Q4 2018 Filed on Jan 31, 2019
45,497
N/A
Vanguard Windsor Fund Adm
Q4 2018 Filed on Jan 31, 2019
2,648
N/A
Vanguard Selected Value Fund I
Q4 2018 Filed on Jan 31, 2019
6,884
N/A
Brown Advisory Small Cap Funda
Q4 2018 Filed on Jan 31, 2019
28,996
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q4 2018 Filed on Jan 31, 2019
6,045
N/A
Oakmark Intl I
Q4 2018 Filed on Jan 31, 2019
10,089
N/A
Vanguard Total Intl Stock Inde
Q4 2018 Filed on Jan 31, 2019
11,515
N/A
OMC
Omnicom Group Inc.

Communication Services
Q3 2018 Filed on Nov 02, 2018
3,813
$67.31 - $78.14 $257K - $298K
INGR
Ingredion Inc

Consumer Defensive
Q3 2018 Filed on Nov 02, 2018
81,390
$96.3 - $113.2 $7.84M - $9.21M
Brown Advisory Macq Asia New S
Q3 2018 Filed on Nov 02, 2018
15,928
N/A
Pilgrim Bancshares Inc
Q3 2018 Filed on Nov 02, 2018
10,000
N/A
PSMT
Pricesmart Inc

Consumer Defensive
Q3 2018 Filed on Nov 02, 2018
38,531
$77.9 - $93.4 $3M - $3.6M
CDK
Cdk Global, Inc.

Technology
Q3 2018 Filed on Nov 02, 2018
3,146
$60.59 - $67.34 $191K - $212K
AMX
America Movil Sab De Cv

Communication Services
Q3 2018 Filed on Nov 02, 2018
11,334
$15.8 - $17.98 $179K - $204K
Williams Partners L.P
Q3 2018 Filed on Nov 02, 2018
8,040
N/A
GLW
Corning Inc

Technology
Q2 2018 Filed on Aug 03, 2018
8,385
$26.35 - $29.09 $221K - $244K
Broadcom LTD
Q2 2018 Filed on Aug 03, 2018
30,578
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 03, 2018
11,795
$54.52 - $64.54 $643K - $761K
Invivo Therapeutics Hldgs Corp
Q2 2018 Filed on Aug 03, 2018
14,124
N/A
LXXGF
Lexa Gene Holdings Inc.
Q2 2018 Filed on Aug 03, 2018
50,000
N/A
WELL
Welltower Inc.

Real Estate
Q2 2018 Filed on Aug 03, 2018
6,070
$50.01 - $62.69 $304K - $381K
Titan Medical Inc
Q2 2018 Filed on Aug 03, 2018
18,000
N/A
Brown Advisory Equity Income I
Q2 2018 Filed on Aug 03, 2018
10,330
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2018 Filed on Aug 03, 2018
128,509
$54.2 - $63.32 $6.97M - $8.14M
Tapimmune Inc
Q2 2018 Filed on Aug 03, 2018
61,052
N/A
Monsanto CO
Q2 2018 Filed on Aug 03, 2018
7,825
N/A
Reneuron Group PLC
Q1 2018 Filed on Apr 25, 2018
25,000
N/A
ABB
Abb LTD

Industrials
Q1 2018 Filed on Apr 25, 2018
139,186
$23.03 - $28.6 $3.21M - $3.98M
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2018 Filed on Apr 25, 2018
2,252
$83.92 - $92.83 $189K - $209K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2018 Filed on Apr 25, 2018
3,225
$103.15 - $115.98 $333K - $374K
Organovo Holdings Inc
Q1 2018 Filed on Apr 25, 2018
10,500
N/A
Esterline Technologies Corpora
Q1 2018 Filed on Apr 25, 2018
3,033
N/A
PSA
Public Storage

Real Estate
Q1 2018 Filed on Apr 25, 2018
5,536
$180.49 - $206.77 $999K - $1.14M
Cytrx Corp Com Par $.001
Q4 2017 Filed on Feb 05, 2018
26,000
N/A
Molecular Imaging Corp Com
Q4 2017 Filed on Feb 05, 2018
40,000
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q4 2017 Filed on Feb 05, 2018
1,470
$172.5 - $237.96 $254K - $350K
Fidelity Diversified Intl Fund
Q4 2017 Filed on Feb 05, 2018
7,208
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q4 2017 Filed on Feb 05, 2018
224,727
$33.38 - $39.86 $7.5M - $8.96M
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email