Financial Advocates Investment Management’s Bank of Hawaii BOH Stock Holding History

Financial Advocates Investment Management’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
2019 Q4	–	Sell	-6,766	Closed	-$581K	–	516
2019 Q3	$581K	Hold	6,766	–	–	0.07%	265
2019 Q2	$561K	Hold	6,766	–	–	0.07%	266
2019 Q1	$534K	Hold	6,766	–	–	0.07%	258
2018 Q4	$455K	Hold	6,766	–	–	0.06%	262
2018 Q3	$534K	Hold	6,766	–	–	0.06%	275
2018 Q2	$566K	Hold	6,766	–	–	0.07%	252
2018 Q1	$562K	Hold	6,766	–	–	0.07%	238
2017 Q4	$580K	Buy	+6,766	New	+$564K	0.08%	236

Other funds holding BOH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's BOH Position: Q4 2019 in Review

Financial Advocates Investment Management sold out of Bank of Hawaii (BOH) in Q4 2019, closing a stake of 6,766 shares — an estimated $581K sold.

Financial Advocates Investment Management first reported a position in BOH in Q4 2017 and held it in 8 quarters. The position peaked at $581K in Q3 2019. 302 funds tracked by Wall St. Rank hold BOH as of Q4 2019.

Financial Advocates Investment Management reported no remaining Bank of Hawaii position as of Q4 2019 after selling out during the quarter.
Financial Advocates Investment Management sold 6,766 Bank of Hawaii shares in Q4 2019, an estimated $581K.
Financial Advocates Investment Management first reported a position in Bank of Hawaii in Q4 2017 and held it in 8 quarters.
Financial Advocates Investment Management's Bank of Hawaii position peaked at $581K in Q3 2019.
302 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2019.

Based on Financial Advocates Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.