AWS
HE icon

Aris Wealth Services’s Hawaiian Electric Industries HE Stock Holding History

Aris Wealth Services’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
2015
Q3 		$37K Sell
1,279
-515
-29% -$15.1K 0.08% 108
2015
Q2 		$53K Sell
1,794
-72
-4% -$2.24K 0.05% 205
2015
Q1 		$60K Buy
+1,866
New +$62.2K 0.06% 190

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's HE Position: Q3 2015 in Review

Aris Wealth Services reduced its Hawaiian Electric Industries (HE) stake by 29% in Q3 2015, selling an estimated $15.1K and leaving 1,279 shares worth $37K. The position accounts for 0.08% of the portfolio, ranked #108.

Aris Wealth Services first reported a position in HE in Q1 2015 and has held it in 3 quarters since. The position peaked at $60K in Q1 2015. 205 funds tracked by Wall St. Rank hold HE as of Q3 2015.

  • Aris Wealth Services held 1,279 shares of Hawaiian Electric Industries worth $37K as of Q3 2015.
  • Aris Wealth Services sold 515 Hawaiian Electric Industries shares in Q3 2015, an estimated $15.1K.
  • Hawaiian Electric Industries made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #108 holding.
  • Aris Wealth Services first reported a position in Hawaiian Electric Industries in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Hawaiian Electric Industries position peaked at $60K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.