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Blackstart Capital’s Hawaiian Electric Industries HE Stock Holding History

Blackstart Capital’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
2019
Q1 		– Sell
-523,474
Closed -$19.2M – 21
2018
Q4 		$19.2M Buy
523,474
+100,946
+24% +$3.74M 4.06% 9
2018
Q3 		$15M Buy
422,528
+73,000
+21% +$2.57M 3.43% 14
2018
Q2 		$12M Buy
349,528
+171,146
+96% +$5.82M 2.93% 15
2018
Q1 		$6.13M Buy
178,382
+106,462
+148% +$3.6M 2.06% 20
2017
Q4 		$2.6M Buy
+71,920
New +$2.6M 1.04% 27

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State Street
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Wells Fargo
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Bank of New York Mellon
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return