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Gupta Wealth Management’s Bank of Hawaii BOH Stock Holding History

Gupta Wealth 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
2016
Q1 		$35K Hold
508
– – 0.01% 515
2015
Q4 		$32K Hold
508
– – 0.01% 535
2015
Q3 		$32K Hold
508
– – 0.01% 547
2015
Q2 		$32K Buy
508
+258
+103% +$16.3K 0.01% 590
2015
Q1 		$15K Buy
+250
New +$14.8K ﹤0.01% 672

Other funds holding BOH

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's BOH Position: Q1 2016 in Review

Gupta Wealth Management held its Bank of Hawaii (BOH) position steady in Q1 2016 at 508 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #515.

Gupta Wealth Management first reported a position in BOH in Q1 2015 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold BOH as of Q1 2016.

  • Gupta Wealth Management held 508 shares of Bank of Hawaii worth $35K as of Q1 2016.
  • Gupta Wealth Management left its Bank of Hawaii share count unchanged in Q1 2016.
  • Bank of Hawaii made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #515 holding.
  • Gupta Wealth Management first reported a position in Bank of Hawaii in Q1 2015 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.