VFA
FHB icon

Valeo Financial Advisors’s First Hawaiian FHB Stock Holding History

Valeo 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
2018
Q1 		– Sell
-933
Closed -$27K – 1560
2017
Q4 		$27K Buy
+933
New +$27.3K ﹤0.01% 601

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's FHB Position: Q1 2018 in Review

Valeo Financial Advisors sold out of First Hawaiian (FHB) in Q1 2018, closing a stake of 933 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in FHB in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 151 funds tracked by Wall St. Rank hold FHB as of Q1 2018.

  • Valeo Financial Advisors reported no remaining First Hawaiian position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 933 First Hawaiian shares in Q1 2018, an estimated $27K.
  • Valeo Financial Advisors first reported a position in First Hawaiian in Q4 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's First Hawaiian position peaked at $27K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.