Shelton Capital Management’s Bank of Hawaii BOH Stock Holding History

Shelton Capital Management’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
2020 Q1	–	Sell	-2,731	Closed	-$260K	–	679
2019 Q4	$260K	Hold	2,731	–	–	0.01%	606
2019 Q3	$235K	Sell	2,731 -273	-9%	-$22.7K	0.01%	666
2019 Q2	$249K	Buy	3,004 +2,767	+1,168%	+$223K	0.01%	649
2019 Q1	$3K	Sell	237 -2,767	-92%	-$217K	0.01%	722
2018 Q4	$202K	Hold	3,004	–	–	0.01%	701
2018 Q3	$237K	Hold	3,004	–	–	0.01%	741
2018 Q2	$251K	Hold	3,004	–	–	0.02%	670
2018 Q1	$250K	Sell	3,004 -235	-7%	-$19.9K	0.02%	656
2017 Q4	$278K	Hold	3,239	–	–	0.02%	616
2017 Q3	$270K	Hold	3,239	–	–	0.02%	618
2017 Q2	$269K	Hold	3,239	–	–	0.02%	637
2017 Q1	$267K	Hold	3,239	–	–	0.02%	634
2016 Q4	$287K	Sell	3,239 -1,324	-29%	-$107K	0.02%	633
2016 Q3	$331K	Sell	4,563 -4	-0.1%	-$281	0.03%	535
2016 Q2	$314K	Buy	4,567 +4	+0.1%	+$275	0.03%	531
2016 Q1	$312K	Hold	4,563	–	–	0.03%	546
2015 Q4	$287K	Hold	4,563	–	–	0.03%	566
2015 Q3	$290K	Hold	4,563	–	–	0.03%	555
2015 Q2	$304K	Hold	4,563	–	–	0.03%	576
2015 Q1	$279K	Hold	4,563	–	–	0.03%	625
2014 Q4	$271K	Sell	4,563 -318	-7%	-$18.3K	0.03%	620
2014 Q3	$277K	Hold	4,881	–	–	0.04%	573
2014 Q2	$286K	Hold	4,881	–	–	0.04%	582
2014 Q1	$296K	Hold	4,881	–	–	0.04%	539
2013 Q4	$289K	Sell	4,881 -291	-6%	-$16.7K	0.04%	526
2013 Q3	$282K	Hold	5,172	–	–	0.05%	496
2013 Q2	$260K	Buy	+5,172	New	+$254K	0.05%	487

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shelton Capital Management's BOH Position: Q1 2020 in Review

Shelton Capital Management sold out of Bank of Hawaii (BOH) in Q1 2020, closing a stake of 2,731 shares — an estimated $260K sold.

Shelton Capital Management first reported a position in BOH in Q2 2013 and held it in 27 quarters. The position peaked at $331K in Q3 2016. 277 funds tracked by Wall St. Rank hold BOH as of Q1 2020.

Shelton Capital Management reported no remaining Bank of Hawaii position as of Q1 2020 after selling out during the quarter.
Shelton Capital Management sold 2,731 Bank of Hawaii shares in Q1 2020, an estimated $260K.
Shelton Capital Management first reported a position in Bank of Hawaii in Q2 2013 and held it in 27 quarters.
Shelton Capital Management's Bank of Hawaii position peaked at $331K in Q3 2016.
277 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2020.

Based on Shelton Capital Management's 13F filing for Q1 2020, filed 13 May 2020.