IPC
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Independent Portfolio Consultants’s Central Pacific Financial CPF Stock Holding History

Independent Portfolio Consultants’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$17K Hold
525
– – 0.01% 629
2017
Q1 		$16K Sell
525
-10
-2% -$310 0.01% 678
2016
Q4 		$17K Buy
535
+100
+23% +$2.82K 0.01% 636
2016
Q3 		$11K Sell
435
-105
-19% -$2.6K ﹤0.01% 663
2016
Q2 		$13K Hold
540
– – ﹤0.01% 676
2016
Q1 		$12K Buy
540
+170
+46% +$3.46K ﹤0.01% 703
2015
Q4 		$8K Hold
370
– – ﹤0.01% 724
2015
Q3 		$8K Buy
370
+265
+252% +$5.84K ﹤0.01% 738
2015
Q2 		$2K Buy
+105
New +$2.45K ﹤0.01% 827

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Independent Portfolio Consultants's CPF Position: Q2 2017 in Review

Independent Portfolio Consultants held its Central Pacific Financial (CPF) position steady in Q2 2017 at 525 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #629.

Independent Portfolio Consultants first reported a position in CPF in Q2 2015 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold CPF as of Q2 2017.

  • Independent Portfolio Consultants held 525 shares of Central Pacific Financial worth $17K as of Q2 2017.
  • Independent Portfolio Consultants left its Central Pacific Financial share count unchanged in Q2 2017.
  • Central Pacific Financial made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #629 holding.
  • Independent Portfolio Consultants first reported a position in Central Pacific Financial in Q2 2015 and has held it in 9 quarters since.
  • 152 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.