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Bell & Brown Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Bell & Brown 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
2020
Q1 		– Sell
-4,342
Closed -$203K – 75
2019
Q4 		$203K Buy
+4,342
New +$195K 0.15% 79

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell & Brown Wealth Advisors's HE Position: Q1 2020 in Review

Bell & Brown Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2020, closing a stake of 4,342 shares — an estimated $203K sold.

Bell & Brown Wealth Advisors first reported a position in HE in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 311 funds tracked by Wall St. Rank hold HE as of Q1 2020.

  • Bell & Brown Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2020 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 4,342 Hawaiian Electric Industries shares in Q1 2020, an estimated $203K.
  • Bell & Brown Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Hawaiian Electric Industries position peaked at $203K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2020, filed 11 May 2020.