Bridgeworth’s Bank of Hawaii BOH Stock Holding History

Bridgeworth’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 Q3	–	Sell	-85	Closed	-$7K	–	183
2018 Q2	$7K	Buy	+85	New	+$7.21K	﹤0.01%	467

Other funds holding BOH

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bridgeworth's BOH Position: Q3 2018 in Review

Bridgeworth sold out of Bank of Hawaii (BOH) in Q3 2018, closing a stake of 85 shares — an estimated $7K sold.

Bridgeworth first reported a position in BOH in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 295 funds tracked by Wall St. Rank hold BOH as of Q3 2018.

Bridgeworth reported no remaining Bank of Hawaii position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 85 Bank of Hawaii shares in Q3 2018, an estimated $7K.
Bridgeworth first reported a position in Bank of Hawaii in Q2 2018 and held it in 1 quarter.
Bridgeworth's Bank of Hawaii position peaked at $7K in Q2 2018.
295 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.