BGIM
HE icon

Brandywine Global Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Brandywine Global Investment 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
-246,232
Closed -$6.54M – 1015
2014
Q3 		$6.54M Buy
+246,232
New +$6.11M 0.05% 356

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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $14.8B AUM 32.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Brandywine Global Investment Management's HE Position: Q4 2014 in Review

Brandywine Global Investment Management sold out of Hawaiian Electric Industries (HE) in Q4 2014, closing a stake of 246,232 shares — an estimated $6.54M sold.

Brandywine Global Investment Management first reported a position in HE in Q3 2014 and held it in 1 quarter. The position peaked at $6.54M in Q3 2014. 229 funds tracked by Wall St. Rank hold HE as of Q4 2014.

  • Brandywine Global Investment Management reported no remaining Hawaiian Electric Industries position as of Q4 2014 after selling out during the quarter.
  • Brandywine Global Investment Management sold 246,232 Hawaiian Electric Industries shares in Q4 2014, an estimated $6.54M.
  • Brandywine Global Investment Management first reported a position in Hawaiian Electric Industries in Q3 2014 and held it in 1 quarter.
  • Brandywine Global Investment Management's Hawaiian Electric Industries position peaked at $6.54M in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2014.

Based on Brandywine Global Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.