Certified Advisory Corp’s Hawaiian Electric Industries HE Stock Holding History

Certified Advisory Corp’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	$17K	Hold	483	–	–	0.01%	469
2020 Q1	$21K	Hold	483	–	–	0.01%	406
2019 Q4	$23K	Buy	483 +1	+0.2%	+$45	0.01%	454
2019 Q3	$22K	Buy	482 +1	+0.2%	+$44	0.01%	467
2019 Q2	$21K	Buy	481 +1	+0.2%	+$42	0.01%	477
2019 Q1	$20K	Buy	480 +4	+0.8%	+$152	0.01%	451
2018 Q4	$17K	Buy	476 +4	+0.8%	+$148	0.01%	458
2018 Q3	$17K	Buy	472 +3	+0.6%	+$106	0.01%	477
2018 Q2	$16K	Buy	469 +5	+1%	+$170	0.01%	465
2018 Q1	$15K	Buy	464 +5	+1%	+$169	0.01%	453
2017 Q4	$16K	Buy	+459	New	+$16.6K	0.01%	404

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

Certified Advisory Corp's HE Position: Q2 2020 in Review

Certified Advisory Corp held its Hawaiian Electric Industries (HE) position steady in Q2 2020 at 483 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #469.

Certified Advisory Corp first reported a position in HE in Q4 2017 and has held it in 11 quarters since. The position peaked at $23K in Q4 2019. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

Certified Advisory Corp held 483 shares of Hawaiian Electric Industries worth $17K as of Q2 2020.
Certified Advisory Corp left its Hawaiian Electric Industries share count unchanged in Q2 2020.
Hawaiian Electric Industries made up 0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #469 holding.
Certified Advisory Corp first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Hawaiian Electric Industries position peaked at $23K in Q4 2019.
298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.