BRWA
HE icon

B. Riley Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-461
Closed -$15K – 1166
2014
Q4 		$15K Buy
+461
New +$13.4K ﹤0.01% 2672
2014
Q3 		– Sell
-7,461
Closed -$189K – 1170
2014
Q2 		$189K Sell
7,461
-116
-2% -$2.82K 0.04% 474
2014
Q1 		$193K Sell
7,577
-13,674
-64% -$349K 0.06% 398
2013
Q4 		$554K Sell
21,251
-3,226
-13% -$83.4K 0.18% 139
2013
Q3 		$614K Buy
24,477
+1,737
+8% +$44.7K 0.21% 114
2013
Q2 		$576K Buy
+22,740
New +$605K 0.2% 130

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

B. Riley Wealth Advisors's HE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2015, closing a stake of 461 shares — an estimated $15K sold.

B. Riley Wealth Advisors first reported a position in HE in Q2 2013 and held it in 6 quarters. The position peaked at $614K in Q3 2013. 214 funds tracked by Wall St. Rank hold HE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 461 Hawaiian Electric Industries shares in Q1 2015, an estimated $15K.
  • B. Riley Wealth Advisors first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Hawaiian Electric Industries position peaked at $614K in Q3 2013.
  • 214 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.