Independent Portfolio Consultants’s Bank of Hawaii BOH Stock Holding History

Independent Portfolio Consultants’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 Q4	–	Sell	-3,225	Closed	-$234K	–	818
2016 Q3	$234K	Buy	3,225 +150	+5%	+$10.5K	0.07%	296
2016 Q2	$212K	Buy	3,075 +240	+8%	+$16.5K	0.07%	317
2016 Q1	$194K	Buy	2,835 +745	+36%	+$46.9K	0.05%	347
2015 Q4	$131K	Buy	2,090 +425	+26%	+$27.9K	0.04%	406
2015 Q3	$106K	Sell	1,665 -105	-6%	-$6.81K	0.02%	441
2015 Q2	$118K	Buy	1,770 +430	+32%	+$27.1K	0.02%	468
2015 Q1	$82K	Buy	1,340 +365	+37%	+$21.6K	0.02%	516
2014 Q4	$58K	Buy	+975	New	+$56.2K	0.01%	616

Other funds holding BOH

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

Independent Portfolio Consultants's BOH Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Bank of Hawaii (BOH) in Q4 2016, closing a stake of 3,225 shares — an estimated $234K sold.

Independent Portfolio Consultants first reported a position in BOH in Q4 2014 and held it in 8 quarters. The position peaked at $234K in Q3 2016. 296 funds tracked by Wall St. Rank hold BOH as of Q4 2016.

Independent Portfolio Consultants reported no remaining Bank of Hawaii position as of Q4 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 3,225 Bank of Hawaii shares in Q4 2016, an estimated $234K.
Independent Portfolio Consultants first reported a position in Bank of Hawaii in Q4 2014 and held it in 8 quarters.
Independent Portfolio Consultants's Bank of Hawaii position peaked at $234K in Q3 2016.
296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.