MS
BOH icon

Marshall & Sullivan’s Bank of Hawaii BOH Stock Holding History

Marshall & Sullivan’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
2014
Q4 		– Sell
-71
Closed -$4K – 57
2014
Q3 		$4K Sell
71
-55
-44% -$3.18K 0.01% 46
2014
Q2 		$7K Buy
+126
New +$7.2K 0.01% 62

Other funds holding BOH

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall & Sullivan's BOH Position: Q4 2014 in Review

Marshall & Sullivan sold out of Bank of Hawaii (BOH) in Q4 2014, closing a stake of 71 shares — an estimated $4K sold.

Marshall & Sullivan first reported a position in BOH in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2014. 243 funds tracked by Wall St. Rank hold BOH as of Q4 2014.

  • Marshall & Sullivan reported no remaining Bank of Hawaii position as of Q4 2014 after selling out during the quarter.
  • Marshall & Sullivan sold 71 Bank of Hawaii shares in Q4 2014, an estimated $4K.
  • Marshall & Sullivan first reported a position in Bank of Hawaii in Q2 2014 and held it in 2 quarters.
  • Marshall & Sullivan's Bank of Hawaii position peaked at $7K in Q2 2014.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2014.

Based on Marshall & Sullivan's 13F filing for Q4 2014, filed 13 Feb 2015.