Bellecapital’s Hawaiian Electric Industries HE Stock Holding History

Bellecapital’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 Q2	–	Sell	-5,456	Closed	-$235K	–	166
2020 Q1	$235K	Buy	+5,456	New	+$252K	0.15%	113

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellecapital's HE Position: Q2 2020 in Review

Bellecapital sold out of Hawaiian Electric Industries (HE) in Q2 2020, closing a stake of 5,456 shares — an estimated $235K sold.

Bellecapital first reported a position in HE in Q1 2020 and held it in 1 quarter. The position peaked at $235K in Q1 2020. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

Bellecapital reported no remaining Hawaiian Electric Industries position as of Q2 2020 after selling out during the quarter.
Bellecapital sold 5,456 Hawaiian Electric Industries shares in Q2 2020, an estimated $235K.
Bellecapital first reported a position in Hawaiian Electric Industries in Q1 2020 and held it in 1 quarter.
Bellecapital's Hawaiian Electric Industries position peaked at $235K in Q1 2020.
298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Bellecapital's 13F filing for Q2 2020, filed 16 Jul 2020.