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Moneta Group Investment Advisors’s Bank of Hawaii BOH Stock Holding History

Moneta Group Investment Advisors’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
2015
Q2 		– Sell
-6,000
Closed -$367K – 128
2015
Q1 		$367K Hold
6,000
– – 0.16% 107
2014
Q4 		$356K Hold
6,000
– – 0.17% 101
2014
Q3 		$341K Hold
6,000
– – 0.18% 95
2014
Q2 		$352K Hold
6,000
– – 0.19% 91
2014
Q1 		$364K Buy
+6,000
New +$350K 0.21% 78

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Moneta Group Investment Advisors's BOH Position: Q2 2015 in Review

Moneta Group Investment Advisors sold out of Bank of Hawaii (BOH) in Q2 2015, closing a stake of 6,000 shares — an estimated $367K sold.

Moneta Group Investment Advisors first reported a position in BOH in Q1 2014 and held it in 5 quarters. The position peaked at $367K in Q1 2015. 236 funds tracked by Wall St. Rank hold BOH as of Q2 2015.

  • Moneta Group Investment Advisors reported no remaining Bank of Hawaii position as of Q2 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,000 Bank of Hawaii shares in Q2 2015, an estimated $367K.
  • Moneta Group Investment Advisors first reported a position in Bank of Hawaii in Q1 2014 and held it in 5 quarters.
  • Moneta Group Investment Advisors's Bank of Hawaii position peaked at $367K in Q1 2015.
  • 236 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2015, filed 17 Aug 2015.