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Wealthspire Advisors (Maryland)’s Bank of Hawaii BOH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-106
Closed -$8K – 664
2019
Q1 		$8K Buy
106
+2
+2% +$157 ﹤0.01% 1608
2018
Q4 		$7K Sell
104
-22
-17% -$1.68K ﹤0.01% 1588
2018
Q3 		$10K Hold
126
– – ﹤0.01% 1508
2018
Q2 		$11K Sell
126
-9
-7% -$763 ﹤0.01% 1490
2018
Q1 		$11K Sell
135
-95
-41% -$8.03K ﹤0.01% 1515
2017
Q4 		$20K Buy
230
+7
+3% +$583 ﹤0.01% 1322
2017
Q3 		$19K Buy
223
+5
+2% +$405 ﹤0.01% 1307
2017
Q2 		$18K Buy
218
+145
+199% +$11.7K ﹤0.01% 1305
2017
Q1 		$6K Buy
73
+38
+109% +$3.23K ﹤0.01% 1479
2016
Q4 		$3K Hold
35
– – ﹤0.01% 1463
2016
Q3 		$3K Hold
35
– – ﹤0.01% 1463
2016
Q2 		$2K Hold
35
– – ﹤0.01% 1491
2016
Q1 		$2K Hold
35
– – ﹤0.01% 1510
2015
Q4 		$2K Buy
+35
New +$2.3K ﹤0.01% 1512

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BOH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bank of Hawaii (BOH) in Q2 2019, closing a stake of 106 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in BOH in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q4 2017. 296 funds tracked by Wall St. Rank hold BOH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bank of Hawaii position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 106 Bank of Hawaii shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Bank of Hawaii in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bank of Hawaii position peaked at $20K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.