Financial Architects (New Jersey)’s First Hawaiian FHB Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-300	Closed	-$8K	–	1382
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	1157
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	1011
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	1146
2017 Q4	$9K	Hold	300	–	–	﹤0.01%	1173
2017 Q3	$9K	Hold	300	–	–	﹤0.01%	1149
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	1163
2017 Q1	$9K	Hold	300	–	–	﹤0.01%	1157
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	1007
2016 Q3	$8K	Buy	+300	New	+$7.84K	﹤0.01%	1048

Other funds holding FHB

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Financial Architects (New Jersey)'s FHB Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of First Hawaiian (FHB) in Q4 2018, closing a stake of 300 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in FHB in Q3 2016 and held it in 9 quarters. The position peaked at $10K in Q4 2016. 194 funds tracked by Wall St. Rank hold FHB as of Q4 2018.

Financial Architects (New Jersey) reported no remaining First Hawaiian position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 300 First Hawaiian shares in Q4 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in First Hawaiian in Q3 2016 and held it in 9 quarters.
Financial Architects (New Jersey)'s First Hawaiian position peaked at $10K in Q4 2016.
194 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.