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Waratah Capital Advisors’s Bank of Hawaii BOH Stock Holding History

Waratah Capital 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
2017
Q3 		– Sell
-9,863
Closed -$818K – 140
2017
Q2 		$818K Sell
9,863
-8,394
-46% -$677K 0.11% 124
2017
Q1 		$1.5M Buy
+18,257
New +$1.55M 0.2% 82

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Waratah Capital Advisors's BOH Position: Q3 2017 in Review

Waratah Capital Advisors sold out of Bank of Hawaii (BOH) in Q3 2017, closing a stake of 9,863 shares — an estimated $818K sold.

Waratah Capital Advisors first reported a position in BOH in Q1 2017 and held it in 2 quarters. The position peaked at $1.5M in Q1 2017. 282 funds tracked by Wall St. Rank hold BOH as of Q3 2017.

  • Waratah Capital Advisors reported no remaining Bank of Hawaii position as of Q3 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 9,863 Bank of Hawaii shares in Q3 2017, an estimated $818K.
  • Waratah Capital Advisors first reported a position in Bank of Hawaii in Q1 2017 and held it in 2 quarters.
  • Waratah Capital Advisors's Bank of Hawaii position peaked at $1.5M in Q1 2017.
  • 282 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2017.

Based on Waratah Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.