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Wealthfront’s Bank of Hawaii BOH Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-291
Closed -$18K – 380
2015
Q3 		$18K Buy
291
+242
+494% +$15.7K ﹤0.01% 783
2015
Q2 		$3K Buy
49
+31
+172% +$1.96K ﹤0.01% 1126
2015
Q1 		$1K Buy
18
+17
+1,700% +$1K ﹤0.01% 1082
2014
Q4 		$0 Buy
+1
New +$58 ﹤0.01% 704

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's BOH Position: Q4 2015 in Review

Wealthfront sold out of Bank of Hawaii (BOH) in Q4 2015, closing a stake of 291 shares — an estimated $18K sold.

Wealthfront first reported a position in BOH in Q4 2014 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 255 funds tracked by Wall St. Rank hold BOH as of Q4 2015.

  • Wealthfront reported no remaining Bank of Hawaii position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 291 Bank of Hawaii shares in Q4 2015, an estimated $18K.
  • Wealthfront first reported a position in Bank of Hawaii in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Bank of Hawaii position peaked at $18K in Q3 2015.
  • 255 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.