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Polaris Wealth Advisory Group’s Bank of Hawaii BOH Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-63
Closed -$5K – 179
2018
Q3 		$5K Buy
+63
New +$5.22K ﹤0.01% 445
2018
Q2 		– Sell
-63
Closed -$5K – 270
2018
Q1 		$5K Buy
+63
New +$5.33K ﹤0.01% 402

Other funds holding BOH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Polaris Wealth Advisory Group's BOH Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Bank of Hawaii (BOH) in Q4 2018, closing a stake of 63 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in BOH in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 291 funds tracked by Wall St. Rank hold BOH as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Bank of Hawaii position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 63 Bank of Hawaii shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Bank of Hawaii in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Bank of Hawaii position peaked at $5K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.