IBEX Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-113	Closed	-$10K	–	107
2016 Q4	$10K	Buy	+113	New	+$9.16K	﹤0.01%	281

Other funds holding BOH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

IBEX Wealth Advisors's BOH Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2017, closing a stake of 113 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in BOH in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 281 funds tracked by Wall St. Rank hold BOH as of Q1 2017.

IBEX Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 113 Bank of Hawaii shares in Q1 2017, an estimated $10K.
IBEX Wealth Advisors first reported a position in Bank of Hawaii in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Bank of Hawaii position peaked at $10K in Q4 2016.
281 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.