UCFA
BOH icon

United Capital Financial Advisors’s Bank of Hawaii BOH Stock Holding History

United Capital 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
2018
Q1 		– Sell
-2,342
Closed -$201K – 1310
2017
Q4 		$201K Buy
+2,342
New +$195K ﹤0.01% 1241
2017
Q1 		– Sell
-2,349
Closed -$208K – 1242
2016
Q4 		$208K Buy
+2,349
New +$191K ﹤0.01% 1170

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

United Capital Financial Advisors's BOH Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Bank of Hawaii (BOH) in Q1 2018, closing a stake of 2,342 shares — an estimated $201K sold.

United Capital Financial Advisors first reported a position in BOH in Q4 2016 and held it in 2 quarters. The position peaked at $208K in Q4 2016. 292 funds tracked by Wall St. Rank hold BOH as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Bank of Hawaii position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,342 Bank of Hawaii shares in Q1 2018, an estimated $201K.
  • United Capital Financial Advisors first reported a position in Bank of Hawaii in Q4 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's Bank of Hawaii position peaked at $208K in Q4 2016.
  • 292 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.