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Avantax Planning Partners’s Hawaiian Electric Industries HE Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-952
Closed -$34K – 663
2018
Q3 		$34K Buy
+952
New +$33.5K ﹤0.01% 573
2018
Q2 		– Sell
-15
Closed – – 743
2018
Q1 		$0 Buy
+15
New +$507 ﹤0.01% 1841

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Avantax Planning Partners's HE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Hawaiian Electric Industries (HE) in Q4 2018, closing a stake of 952 shares — an estimated $34K sold.

Avantax Planning Partners first reported a position in HE in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Hawaiian Electric Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 952 Hawaiian Electric Industries shares in Q4 2018, an estimated $34K.
  • Avantax Planning Partners first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Hawaiian Electric Industries position peaked at $34K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.