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Valley Wealth Managers’s Bank of Hawaii BOH Stock Holding History

Valley Wealth Managers’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
2017
Q1 		– Sell
-19,120
Closed -$1.7M – 211
2016
Q4 		$1.7M Sell
19,120
-1,130
-6% -$91.7K 0.24% 67
2016
Q3 		$1.47M Buy
20,250
+1,245
+7% +$87.3K 0.22% 71
2016
Q2 		$1.31M Buy
19,005
+3,160
+20% +$217K 0.2% 76
2016
Q1 		$1.08M Sell
15,845
-535
-3% -$33.7K 0.18% 72
2015
Q4 		$1.03M Sell
16,380
-140
-0.8% -$9.19K 0.18% 71
2015
Q3 		$1.05M Sell
16,520
-1,190
-7% -$77.2K 0.19% 66
2015
Q2 		$1.18M Sell
17,710
-1,615
-8% -$102K 0.21% 63
2015
Q1 		$1.18M Buy
19,325
+205
+1% +$12.1K 0.2% 70
2014
Q4 		$1.13M Buy
19,120
+1,790
+10% +$103K 0.2% 73
2014
Q3 		$985K Buy
17,330
+85
+0.5% +$4.92K 0.19% 74
2014
Q2 		$1.01M Buy
17,245
+3,545
+26% +$202K 0.19% 64
2014
Q1 		$830K Buy
13,700
+925
+7% +$53.9K 0.17% 70
2013
Q4 		$756K Sell
12,775
-75
-0.6% -$4.32K 0.16% 68
2013
Q3 		$700K Buy
12,850
+50
+0.4% +$2.7K 0.15% 63
2013
Q2 		$644K Buy
+12,800
New +$629K 0.15% 68

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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Valley Wealth Managers's BOH Position: Q1 2017 in Review

Valley Wealth Managers sold out of Bank of Hawaii (BOH) in Q1 2017, closing a stake of 19,120 shares — an estimated $1.7M sold.

Valley Wealth Managers first reported a position in BOH in Q2 2013 and held it in 15 quarters. The position peaked at $1.7M in Q4 2016. 281 funds tracked by Wall St. Rank hold BOH as of Q1 2017.

  • Valley Wealth Managers reported no remaining Bank of Hawaii position as of Q1 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 19,120 Bank of Hawaii shares in Q1 2017, an estimated $1.7M.
  • Valley Wealth Managers first reported a position in Bank of Hawaii in Q2 2013 and held it in 15 quarters.
  • Valley Wealth Managers's Bank of Hawaii position peaked at $1.7M in Q4 2016.
  • 281 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.