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Joel Isaacson & Co’s Bank of Hawaii BOH Stock Holding History

Joel Isaacson & Co’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
-100
Closed -$9K – 224
2016
Q4 		$9K Hold
100
– – ﹤0.01% 509
2016
Q3 		$7K Hold
100
– – ﹤0.01% 576
2016
Q2 		$7K Hold
100
– – ﹤0.01% 568
2016
Q1 		$7K Buy
+100
New +$6.29K ﹤0.01% 613

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Joel Isaacson & Co's BOH Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Bank of Hawaii (BOH) in Q1 2017, closing a stake of 100 shares — an estimated $9K sold.

Joel Isaacson & Co first reported a position in BOH in Q1 2016 and held it in 4 quarters. The position peaked at $9K in Q4 2016. 281 funds tracked by Wall St. Rank hold BOH as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Bank of Hawaii position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 100 Bank of Hawaii shares in Q1 2017, an estimated $9K.
  • Joel Isaacson & Co first reported a position in Bank of Hawaii in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's Bank of Hawaii position peaked at $9K in Q4 2016.
  • 281 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.