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Concert Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-13,366
Closed -$399K – 663
2016
Q3 		$399K Hold
13,366
– – 0.05% 422
2016
Q2 		$438K Buy
+13,366
New +$440K 0.06% 370

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Concert Wealth Management's HE Position: Q4 2016 in Review

Concert Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2016, closing a stake of 13,366 shares — an estimated $399K sold.

Concert Wealth Management first reported a position in HE in Q2 2016 and held it in 2 quarters. The position peaked at $438K in Q2 2016. 264 funds tracked by Wall St. Rank hold HE as of Q4 2016.

  • Concert Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 13,366 Hawaiian Electric Industries shares in Q4 2016, an estimated $399K.
  • Concert Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Hawaiian Electric Industries position peaked at $438K in Q2 2016.
  • 264 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.