Crewe Advisors’s First Hawaiian FHB Stock Holding History

Crewe Advisors’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-161	Closed	-$5K	–	204
2019 Q4	$5K	Buy	+161	New	+$4.52K	﹤0.01%	190

Other funds holding FHB

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Crewe Advisors's FHB Position: Q1 2020 in Review

Crewe Advisors sold out of First Hawaiian (FHB) in Q1 2020, closing a stake of 161 shares — an estimated $5K sold.

Crewe Advisors first reported a position in FHB in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 216 funds tracked by Wall St. Rank hold FHB as of Q1 2020.

Crewe Advisors reported no remaining First Hawaiian position as of Q1 2020 after selling out during the quarter.
Crewe Advisors sold 161 First Hawaiian shares in Q1 2020, an estimated $5K.
Crewe Advisors first reported a position in First Hawaiian in Q4 2019 and held it in 1 quarter.
Crewe Advisors's First Hawaiian position peaked at $5K in Q4 2019.
216 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.