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Omnia Family Wealth’s Bank of Hawaii BOH Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-50
Closed -$4K – 153
2019
Q1 		$4K Sell
50
-211
-81% -$16.5K ﹤0.01% 333
2018
Q4 		$18K Buy
261
+211
+422% +$16.1K 0.01% 200
2018
Q3 		$4K Hold
50
– – ﹤0.01% 321
2018
Q2 		$4K Hold
50
– – ﹤0.01% 318
2018
Q1 		$4K Hold
50
– – ﹤0.01% 326
2017
Q4 		$4K Hold
50
– – ﹤0.01% 347
2017
Q3 		$4K Hold
50
– – ﹤0.01% 360
2017
Q2 		$4K Sell
50
-496
-91% -$40K ﹤0.01% 442
2017
Q1 		$45K Sell
546
-423
-44% -$36K 0.02% 158
2016
Q4 		$86K Buy
+969
New +$78.6K 0.04% 129

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Omnia Family Wealth's BOH Position: Q2 2019 in Review

Omnia Family Wealth sold out of Bank of Hawaii (BOH) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in BOH in Q4 2016 and held it in 10 quarters. The position peaked at $86K in Q4 2016. 296 funds tracked by Wall St. Rank hold BOH as of Q2 2019.

  • Omnia Family Wealth reported no remaining Bank of Hawaii position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 50 Bank of Hawaii shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Bank of Hawaii in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Bank of Hawaii position peaked at $86K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.