Berman Capital Advisors’s Hawaiian Electric Industries HE Stock Holding History

Berman Capital 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
2021 Q3	$8K	Buy	201 +52	+35%	+$2.23K	﹤0.01%	1258
2021 Q2	$6K	Hold	149	–	–	﹤0.01%	1291
2021 Q1	$6K	Hold	149	–	–	﹤0.01%	1212
2020 Q4	$5K	Buy	149 +31	+26%	+$1.1K	﹤0.01%	1144
2020 Q3	$3K	Sell	118 -496	-81%	-$17.4K	﹤0.01%	1197
2020 Q2	$22K	Buy	614 +29	+5%	+$1.12K	0.01%	517
2020 Q1	$25K	Hold	585	–	–	0.01%	441
2019 Q4	$27K	Buy	585 +2	+0.3%	+$90	0.01%	453
2019 Q3	$26K	Buy	583 +1	+0.2%	+$44	0.01%	434
2019 Q2	$25K	Buy	582 +1	+0.2%	+$42	0.01%	451
2019 Q1	$23K	Buy	581 +461	+384%	+$17.5K	0.01%	419
2018 Q4	$4K	Buy	+120	New	+$4.45K	﹤0.01%	738

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's HE Position: Q3 2021 in Review

Berman Capital Advisors increased its Hawaiian Electric Industries (HE) stake by 35% in Q3 2021, buying an estimated $2.23K and bringing the position to 201 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Berman Capital Advisors first reported a position in HE in Q4 2018 and has held it in 12 quarters since. The position peaked at $27K in Q4 2019. 300 funds tracked by Wall St. Rank hold HE as of Q3 2021.

Berman Capital Advisors held 201 shares of Hawaiian Electric Industries worth $8K as of Q3 2021.
Berman Capital Advisors bought 52 Hawaiian Electric Industries shares in Q3 2021, an estimated $2.23K.
Hawaiian Electric Industries made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1258 holding.
Berman Capital Advisors first reported a position in Hawaiian Electric Industries in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Hawaiian Electric Industries position peaked at $27K in Q4 2019.
300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.