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Reilly Financial Advisors’s Bank of Hawaii BOH Stock Holding History

Reilly Financial 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
Q3 		– Sell
-35
Closed -$2K – 1304
2015
Q2 		$2K Buy
+35
New +$2.21K ﹤0.01% 1218
2015
Q1 		– Sell
-100
Closed -$6K – 1297
2014
Q4 		$6K Hold
100
– – ﹤0.01% 591
2014
Q3 		$6K Sell
100
-1,000
-91% -$57.9K ﹤0.01% 604
2014
Q2 		$65K Buy
1,100
+100
+10% +$5.71K 0.02% 227
2014
Q1 		$61K Buy
+1,000
New +$58.3K 0.01% 245

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Reilly Financial Advisors's BOH Position: Q3 2015 in Review

Reilly Financial Advisors sold out of Bank of Hawaii (BOH) in Q3 2015, closing a stake of 35 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in BOH in Q1 2014 and held it in 5 quarters. The position peaked at $65K in Q2 2014. 249 funds tracked by Wall St. Rank hold BOH as of Q3 2015.

  • Reilly Financial Advisors reported no remaining Bank of Hawaii position as of Q3 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 35 Bank of Hawaii shares in Q3 2015, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Bank of Hawaii in Q1 2014 and held it in 5 quarters.
  • Reilly Financial Advisors's Bank of Hawaii position peaked at $65K in Q2 2014.
  • 249 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.