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Bellwether Investment Group’s Central Pacific Financial CPF Stock Holding History

Bellwether Investment Group’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-731
Closed -$22K – 183
2017
Q1 		$22K Sell
731
-27
-4% -$838 0.06% 279
2016
Q4 		$24K Buy
+758
New +$21.4K 0.02% 397

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Dimensional Fund Advisors
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JP Morgan Chase
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Bellwether Investment Group's CPF Position: Q2 2017 in Review

Bellwether Investment Group sold out of Central Pacific Financial (CPF) in Q2 2017, closing a stake of 731 shares — an estimated $22K sold.

Bellwether Investment Group first reported a position in CPF in Q4 2016 and held it in 2 quarters. The position peaked at $24K in Q4 2016. 152 funds tracked by Wall St. Rank hold CPF as of Q2 2017.

  • Bellwether Investment Group reported no remaining Central Pacific Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 731 Central Pacific Financial shares in Q2 2017, an estimated $22K.
  • Bellwether Investment Group first reported a position in Central Pacific Financial in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Central Pacific Financial position peaked at $24K in Q4 2016.
  • 152 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.