WI
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WBI Investments’s Bank of Hawaii BOH Stock Holding History

WBI Investments’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
2016
Q4 		– Sell
-36,821
Closed -$2.67M – 291
2016
Q3 		$2.67M Buy
+36,821
New +$2.58M 0.1% 132
2016
Q2 		– Sell
-80,965
Closed -$5.53M – 166
2016
Q1 		$5.53M Buy
+80,965
New +$5.09M 0.21% 64

Other funds holding BOH

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

WBI Investments's BOH Position: Q4 2016 in Review

WBI Investments sold out of Bank of Hawaii (BOH) in Q4 2016, closing a stake of 36,821 shares — an estimated $2.67M sold.

WBI Investments first reported a position in BOH in Q1 2016 and held it in 2 quarters. The position peaked at $5.53M in Q1 2016. 296 funds tracked by Wall St. Rank hold BOH as of Q4 2016.

  • WBI Investments reported no remaining Bank of Hawaii position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 36,821 Bank of Hawaii shares in Q4 2016, an estimated $2.67M.
  • WBI Investments first reported a position in Bank of Hawaii in Q1 2016 and held it in 2 quarters.
  • WBI Investments's Bank of Hawaii position peaked at $5.53M in Q1 2016.
  • 296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.