Ladenburg Thalmann Financial Services’s First Hawaiian FHB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$147K	Sell	5,093 -37	-0.7%	-$1.04K	﹤0.01%	2740
2019 Q3	$137K	Buy	5,130 +4,456	+661%	+$116K	﹤0.01%	2724
2019 Q2	$18K	Buy	674 +86	+15%	+$2.27K	﹤0.01%	4114
2019 Q1	$16K	Buy	588 +282	+92%	+$7.29K	﹤0.01%	4131
2018 Q4	$7K	Hold	306	–	–	﹤0.01%	4446
2018 Q3	$8K	Buy	306 +246	+410%	+$7.04K	﹤0.01%	4383
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	4859
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	4859
2017 Q4	$2K	Buy	+60	New	+$1.76K	﹤0.01%	4768

Other funds holding FHB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its First Hawaiian (FHB) stake by 0.72% in Q4 2019, selling an estimated $1.04K and leaving 5,093 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Ladenburg Thalmann Financial Services first reported a position in FHB in Q4 2017 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold FHB as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,093 shares of First Hawaiian worth $147K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 37 First Hawaiian shares in Q4 2019, an estimated $1.04K.
First Hawaiian made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2740 holding.
Ladenburg Thalmann Financial Services first reported a position in First Hawaiian in Q4 2017 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2019.

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