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AHL Partners’s Hawaiian Electric Industries HE Stock Holding History

AHL Partners’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$6.39M Sell
176,720
-86,122
-33% -$3.12M 0.1% 392
2017
Q3 		$8.77M Sell
262,842
-84,764
-24% -$2.8M 0.16% 209
2017
Q2 		$11.3M Buy
347,606
+101,598
+41% +$3.38M 0.24% 74
2017
Q1 		$8.2M Buy
246,008
+157,782
+179% +$5.24M 0.18% 167
2016
Q4 		$2.92M Buy
88,226
+19,923
+29% +$607K 0.09% 412
2016
Q3 		$2.04M Buy
+68,303
New +$2.1M 0.08% 375

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return