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Rowland Carmichael Advisors’s First Hawaiian FHB Stock Holding History

Rowland Carmichael Advisors’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,860
Closed -$256K – 334
2019
Q4 		$256K Hold
8,860
– – 0.09% 254
2019
Q3 		$237K Hold
8,860
– – 0.08% 254
2019
Q2 		$229K Hold
8,860
– – 0.08% 241
2019
Q1 		$231K Buy
+8,860
New +$229K 0.08% 232

Other funds holding FHB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rowland Carmichael Advisors's FHB Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of First Hawaiian (FHB) in Q1 2020, closing a stake of 8,860 shares — an estimated $256K sold.

Rowland Carmichael Advisors first reported a position in FHB in Q1 2019 and held it in 4 quarters. The position peaked at $256K in Q4 2019. 216 funds tracked by Wall St. Rank hold FHB as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining First Hawaiian position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 8,860 First Hawaiian shares in Q1 2020, an estimated $256K.
  • Rowland Carmichael Advisors first reported a position in First Hawaiian in Q1 2019 and held it in 4 quarters.
  • Rowland Carmichael Advisors's First Hawaiian position peaked at $256K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.