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Baldwin Wealth Partners’s Bank of Hawaii BOH Stock Holding History

Baldwin Wealth Partners’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,523
Closed -$594K – 508
2018
Q3 		$594K Sell
7,523
-526
-7% -$43.6K 0.08% 113
2018
Q2 		$671K Buy
8,049
+2,297
+40% +$195K 0.1% 104
2018
Q1 		$478K Buy
+5,752
New +$486K 0.08% 126

Other funds holding BOH

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baldwin Wealth Partners's BOH Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Bank of Hawaii (BOH) in Q4 2018, closing a stake of 7,523 shares — an estimated $594K sold.

Baldwin Wealth Partners first reported a position in BOH in Q1 2018 and held it in 3 quarters. The position peaked at $671K in Q2 2018. 291 funds tracked by Wall St. Rank hold BOH as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Bank of Hawaii position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 7,523 Bank of Hawaii shares in Q4 2018, an estimated $594K.
  • Baldwin Wealth Partners first reported a position in Bank of Hawaii in Q1 2018 and held it in 3 quarters.
  • Baldwin Wealth Partners's Bank of Hawaii position peaked at $671K in Q2 2018.
  • 291 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.