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Ladenburg Thalmann Financial Services’s Bank of Hawaii BOH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$650K Buy
6,909
+367
+6% +$32.6K ﹤0.01% 1603
2019
Q3 		$563K Buy
6,542
+529
+9% +$44K ﹤0.01% 1666
2019
Q2 		$486K Sell
6,013
-112
-2% -$9.01K ﹤0.01% 1770
2019
Q1 		$481K Buy
6,125
+222
+4% +$17.4K ﹤0.01% 1715
2018
Q4 		$397K Buy
5,903
+1,418
+32% +$108K ﹤0.01% 1708
2018
Q3 		$354K Sell
4,485
-123
-3% -$10.2K ﹤0.01% 1869
2018
Q2 		$382K Hold
4,608
– – ﹤0.01% 1759
2018
Q1 		$382K Sell
4,608
-589
-11% -$49.8K ﹤0.01% 1759
2017
Q4 		$446K Sell
5,197
-796
-13% -$66.3K ﹤0.01% 1639
2017
Q3 		$500K Sell
5,993
-4,050
-40% -$328K 0.01% 1469
2017
Q2 		$833K Sell
10,043
-1,374
-12% -$111K 0.01% 1057
2017
Q1 		$941K Sell
11,417
-3,590
-24% -$305K 0.01% 931
2016
Q4 		$1.33M Sell
15,007
-44,555
-75% -$3.61M 0.02% 704
2016
Q3 		$4.33M Buy
59,562
+4,422
+8% +$310K 0.06% 269
2016
Q2 		$3.79M Buy
55,140
+738
+1% +$50.8K 0.06% 282
2016
Q1 		$3.71M Sell
54,402
-472
-0.9% -$29.7K 0.07% 274
2015
Q4 		$3.45M Buy
54,874
+1,170
+2% +$76.8K 0.06% 276
2015
Q3 		$3.41M Buy
53,704
+8,369
+18% +$543K 0.07% 268
2015
Q2 		$3.02M Buy
45,335
+3,450
+8% +$218K 0.06% 329
2015
Q1 		$2.56M Buy
41,885
+8,705
+26% +$514K 0.05% 351
2014
Q4 		$1.97M Buy
33,180
+11,628
+54% +$670K 0.04% 362
2014
Q3 		$1.22M Buy
21,552
+8,750
+68% +$506K 0.03% 434
2014
Q2 		$751K Buy
12,802
+3,025
+31% +$173K 0.02% 599
2014
Q1 		$593K Sell
9,777
-1,545
-14% -$90K 0.02% 660
2013
Q4 		$670K Buy
11,322
+2,200
+24% +$127K 0.02% 589
2013
Q3 		$497K Buy
9,122
+1,175
+15% +$63.5K 0.02% 667
2013
Q2 		$400K Buy
+7,947
New +$391K 0.01% 711

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BOH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Bank of Hawaii (BOH) stake by 5.6% in Q4 2019, buying an estimated $32.6K and bringing the position to 6,909 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Ladenburg Thalmann Financial Services first reported a position in BOH in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.33M in Q3 2016. 302 funds tracked by Wall St. Rank hold BOH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,909 shares of Bank of Hawaii worth $650K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 367 Bank of Hawaii shares in Q4 2019, an estimated $32.6K.
  • Bank of Hawaii made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1603 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Bank of Hawaii in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Bank of Hawaii position peaked at $4.33M in Q3 2016.
  • 302 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.