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Geneva Advisors’s First Hawaiian FHB Stock Holding History

Geneva 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
2016
Q4 		– Sell
-7,450
Closed -$200K – 786
2016
Q3 		$200K Buy
+7,450
New +$195K ﹤0.01% 666

Other funds holding FHB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geneva Advisors's FHB Position: Q4 2016 in Review

Geneva Advisors sold out of First Hawaiian (FHB) in Q4 2016, closing a stake of 7,450 shares — an estimated $200K sold.

Geneva Advisors first reported a position in FHB in Q3 2016 and held it in 1 quarter. The position peaked at $200K in Q3 2016. 99 funds tracked by Wall St. Rank hold FHB as of Q4 2016.

  • Geneva Advisors reported no remaining First Hawaiian position as of Q4 2016 after selling out during the quarter.
  • Geneva Advisors sold 7,450 First Hawaiian shares in Q4 2016, an estimated $200K.
  • Geneva Advisors first reported a position in First Hawaiian in Q3 2016 and held it in 1 quarter.
  • Geneva Advisors's First Hawaiian position peaked at $200K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2016.

Based on Geneva Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.