Berman Capital Advisors’s Central Pacific Financial CPF Stock Holding History

Berman Capital Advisors’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
2021 Q3	$11K	Sell	465 -39	-8%	-$977	﹤0.01%	1148
2021 Q2	$13K	Buy	504 +39	+8%	+$1.07K	﹤0.01%	1050
2021 Q1	$12K	Hold	465	–	–	﹤0.01%	955
2020 Q4	$8K	Sell	465 -954	-67%	-$15.5K	﹤0.01%	993
2020 Q3	$19K	Buy	1,419 +954	+205%	+$14.4K	0.01%	593
2020 Q2	$7K	Sell	465 -70	-13%	-$1.11K	﹤0.01%	871
2020 Q1	$8K	Buy	535 +451	+537%	+$11.1K	﹤0.01%	718
2019 Q4	$2K	Hold	84	–	–	﹤0.01%	1185
2019 Q3	$2K	Hold	84	–	–	﹤0.01%	1163
2019 Q2	$2K	Hold	84	–	–	﹤0.01%	1171
2019 Q1	$2K	Hold	84	–	–	﹤0.01%	1070
2018 Q4	$2K	Buy	+84	New	+$2.21K	﹤0.01%	853

Other funds holding CPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's CPF Position: Q3 2021 in Review

Berman Capital Advisors reduced its Central Pacific Financial (CPF) stake by 7.7% in Q3 2021, selling an estimated $977 and leaving 465 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Berman Capital Advisors first reported a position in CPF in Q4 2018 and has held it in 12 quarters since. The position peaked at $19K in Q3 2020. 158 funds tracked by Wall St. Rank hold CPF as of Q3 2021.

Berman Capital Advisors held 465 shares of Central Pacific Financial worth $11K as of Q3 2021.
Berman Capital Advisors sold 39 Central Pacific Financial shares in Q3 2021, an estimated $977.
Central Pacific Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1148 holding.
Berman Capital Advisors first reported a position in Central Pacific Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Central Pacific Financial position peaked at $19K in Q3 2020.
158 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.