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Stratos Wealth Partners’s Bank of Hawaii BOH Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-860
Closed -$71K – 1153
2018
Q1 		$71K Sell
860
-207
-19% -$17.5K ﹤0.01% 1381
2017
Q4 		$91K Buy
+1,067
New +$88.9K ﹤0.01% 1233

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's BOH Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Bank of Hawaii (BOH) in Q2 2018, closing a stake of 860 shares — an estimated $71K sold.

Stratos Wealth Partners first reported a position in BOH in Q4 2017 and held it in 2 quarters. The position peaked at $91K in Q4 2017. 296 funds tracked by Wall St. Rank hold BOH as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Bank of Hawaii position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 860 Bank of Hawaii shares in Q2 2018, an estimated $71K.
  • Stratos Wealth Partners first reported a position in Bank of Hawaii in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Bank of Hawaii position peaked at $91K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.