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Transamerica Financial Advisors’s First Hawaiian FHB Stock Holding History

Transamerica Financial 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
2019
Q3 		– Sell
-3,266
Closed -$85K – 237
2019
Q2 		$85K Buy
+3,266
New +$86.4K 0.02% 234

Other funds holding FHB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's FHB Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of First Hawaiian (FHB) in Q3 2019, closing a stake of 3,266 shares — an estimated $85K sold.

Transamerica Financial Advisors first reported a position in FHB in Q2 2019 and held it in 1 quarter. The position peaked at $85K in Q2 2019. 208 funds tracked by Wall St. Rank hold FHB as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining First Hawaiian position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3,266 First Hawaiian shares in Q3 2019, an estimated $85K.
  • Transamerica Financial Advisors first reported a position in First Hawaiian in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's First Hawaiian position peaked at $85K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.