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

B. Riley Wealth Management’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
2014
Q4 		– Sell
-400
Closed -$10K – 1044
2014
Q3 		$10K Hold
400
– – 0.01% 763
2014
Q2 		$10K Buy
+400
New +$9.74K 0.01% 818

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

B. Riley Wealth Management's HE Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2014, closing a stake of 400 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in HE in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q3 2014. 229 funds tracked by Wall St. Rank hold HE as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 400 Hawaiian Electric Industries shares in Q4 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Hawaiian Electric Industries position peaked at $10K in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.