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PRW Wealth Management’s Central Pacific Financial CPF Stock Holding History

PRW Wealth Management’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16
Closed – – 187
2019
Q1 		$0 Hold
16
– – ﹤0.01% 699
2018
Q4 		$0 Buy
+16
New +$421 ﹤0.01% 685

Other funds holding CPF

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Vanguard Group
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PRW Wealth Management's CPF Position: Q2 2019 in Review

PRW Wealth Management sold out of Central Pacific Financial (CPF) in Q2 2019, closing a stake of 16 shares.

PRW Wealth Management first reported a position in CPF in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 161 funds tracked by Wall St. Rank hold CPF as of Q2 2019.

  • PRW Wealth Management reported no remaining Central Pacific Financial position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 16 Central Pacific Financial shares in Q2 2019.
  • PRW Wealth Management first reported a position in Central Pacific Financial in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Central Pacific Financial position peaked at $0 in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.