Bruderman Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Bruderman Asset 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
2017 Q3	–	Sell	-8,338	Closed	-$270K	–	211
2017 Q2	$270K	Sell	8,338 -874	-9%	-$29.1K	0.07%	106
2017 Q1	$307K	Sell	9,212 -1,287	-12%	-$42.7K	0.09%	94
2016 Q4	$347K	Sell	10,499 -1,111	-10%	-$33.9K	0.1%	93
2016 Q3	$347K	Sell	11,610 -684	-6%	-$21K	0.1%	97
2016 Q2	$403K	Sell	12,294 -258	-2%	-$8.5K	0.13%	92
2016 Q1	$407K	Sell	12,552 -1,039	-8%	-$31.1K	0.14%	90
2015 Q4	$393K	Sell	13,591 -1,688	-11%	-$48.7K	0.15%	86
2015 Q3	$438K	Sell	15,279 -2,725	-15%	-$79.9K	0.17%	74
2015 Q2	$535K	Sell	18,004 -3,596	-17%	-$112K	0.21%	67
2015 Q1	$694K	Buy	+21,600	New	+$720K	0.27%	61

Other funds holding HE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bruderman Asset Management's HE Position: Q3 2017 in Review

Bruderman Asset Management sold out of Hawaiian Electric Industries (HE) in Q3 2017, closing a stake of 8,338 shares — an estimated $270K sold.

Bruderman Asset Management first reported a position in HE in Q1 2015 and held it in 10 quarters. The position peaked at $694K in Q1 2015. 253 funds tracked by Wall St. Rank hold HE as of Q3 2017.

Bruderman Asset Management reported no remaining Hawaiian Electric Industries position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 8,338 Hawaiian Electric Industries shares in Q3 2017, an estimated $270K.
Bruderman Asset Management first reported a position in Hawaiian Electric Industries in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's Hawaiian Electric Industries position peaked at $694K in Q1 2015.
253 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.