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Bar Harbor Wealth Management’s Bank of Hawaii BOH Stock Holding History

Bar Harbor Wealth Management’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
2017
Q3 		– Sell
-2,801
Closed -$232K – 298
2017
Q2 		$232K Hold
2,801
– – 0.03% 286
2017
Q1 		$231K Sell
2,801
-1,300
-32% -$111K 0.03% 301
2016
Q4 		$364K Hold
4,101
– – 0.04% 255
2016
Q3 		$298K Hold
4,101
– – 0.03% 280
2016
Q2 		$282K Buy
+4,101
New +$282K 0.03% 267

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Bar Harbor Wealth Management's BOH Position: Q3 2017 in Review

Bar Harbor Wealth Management sold out of Bank of Hawaii (BOH) in Q3 2017, closing a stake of 2,801 shares — an estimated $232K sold.

Bar Harbor Wealth Management first reported a position in BOH in Q2 2016 and held it in 5 quarters. The position peaked at $364K in Q4 2016. 282 funds tracked by Wall St. Rank hold BOH as of Q3 2017.

  • Bar Harbor Wealth Management reported no remaining Bank of Hawaii position as of Q3 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,801 Bank of Hawaii shares in Q3 2017, an estimated $232K.
  • Bar Harbor Wealth Management first reported a position in Bank of Hawaii in Q2 2016 and held it in 5 quarters.
  • Bar Harbor Wealth Management's Bank of Hawaii position peaked at $364K in Q4 2016.
  • 282 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2017, filed 11 Oct 2017.