Mackenzie Financial
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Mackenzie Financial’s Bank of Hawaii BOH Stock Holding History

Mackenzie Financial’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
2018
Q3 		– Sell
-133,800
Closed -$11.2M – 1108
2018
Q2 		$11.2M Sell
133,800
-11,200
-8% -$949K 0.03% 302
2018
Q1 		$12.1M Buy
145,000
+24,000
+20% +$2.03M 0.03% 303
2017
Q4 		$10.4M Buy
+121,000
New +$10.1M 0.03% 353

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mackenzie Financial's BOH Position: Q3 2018 in Review

Mackenzie Financial sold out of Bank of Hawaii (BOH) in Q3 2018, closing a stake of 133,800 shares — an estimated $11.2M sold.

Mackenzie Financial first reported a position in BOH in Q4 2017 and held it in 3 quarters. The position peaked at $12.1M in Q1 2018. 295 funds tracked by Wall St. Rank hold BOH as of Q3 2018.

  • Mackenzie Financial reported no remaining Bank of Hawaii position as of Q3 2018 after selling out during the quarter.
  • Mackenzie Financial sold 133,800 Bank of Hawaii shares in Q3 2018, an estimated $11.2M.
  • Mackenzie Financial first reported a position in Bank of Hawaii in Q4 2017 and held it in 3 quarters.
  • Mackenzie Financial's Bank of Hawaii position peaked at $12.1M in Q1 2018.
  • 295 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2018.

Based on Mackenzie Financial's 13F filing for Q3 2018, filed 15 Nov 2018.