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Clear Investment Research’s Hawaiian Electric Industries HE Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-13
Closed -$1K – 222
2019
Q3 		$1K Hold
13
– – ﹤0.01% 167
2019
Q2 		$1K Hold
13
– – ﹤0.01% 166
2019
Q1 		$1K Hold
13
– – ﹤0.01% 163
2018
Q4 		$0 Hold
13
– – ﹤0.01% 280
2018
Q3 		$0 Buy
+13
New +$457 ﹤0.01% 291

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Investment Research's HE Position: Q4 2019 in Review

Clear Investment Research sold out of Hawaiian Electric Industries (HE) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

Clear Investment Research first reported a position in HE in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 323 funds tracked by Wall St. Rank hold HE as of Q4 2019.

  • Clear Investment Research reported no remaining Hawaiian Electric Industries position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 13 Hawaiian Electric Industries shares in Q4 2019, an estimated $1K.
  • Clear Investment Research first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Hawaiian Electric Industries position peaked at $1K in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.