BOPW
CPF icon

Brandywine Oak Private Wealth’s Central Pacific Financial CPF Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-92
Closed -$2K – 292
2018
Q4 		$2K Buy
+92
New +$2.42K ﹤0.01% 645

Other funds holding CPF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brandywine Oak Private Wealth's CPF Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Central Pacific Financial (CPF) in Q1 2019, closing a stake of 92 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in CPF in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 168 funds tracked by Wall St. Rank hold CPF as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Central Pacific Financial position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 92 Central Pacific Financial shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in Central Pacific Financial in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Central Pacific Financial position peaked at $2K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.