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Regal Investment Advisors’s Bank of Hawaii BOH Stock Holding History

Regal 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
Q4 		– Sell
-120
Closed -$7K – 343
2015
Q3 		$7K Hold
120
– – ﹤0.01% 753
2015
Q2 		$8K Hold
120
– – ﹤0.01% 684
2015
Q1 		$7K Hold
120
– – ﹤0.01% 747
2014
Q4 		$7K Buy
+120
New +$6.92K ﹤0.01% 683

Other funds holding BOH

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's BOH Position: Q4 2015 in Review

Regal Investment Advisors sold out of Bank of Hawaii (BOH) in Q4 2015, closing a stake of 120 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in BOH in Q4 2014 and held it in 4 quarters. The position peaked at $8K in Q2 2015. 255 funds tracked by Wall St. Rank hold BOH as of Q4 2015.

  • Regal Investment Advisors reported no remaining Bank of Hawaii position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 120 Bank of Hawaii shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Bank of Hawaii in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Bank of Hawaii position peaked at $8K in Q2 2015.
  • 255 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.