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Cornerstone Advisors (Washington)’s Hawaiian Electric Industries HE Stock Holding History

Cornerstone Advisors (Washington)’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 		– Sell
-61
Closed -$3K – 742
2020
Q1 		$3K Buy
61
+24
+65% +$1.11K ﹤0.01% 551
2019
Q4 		$2K Hold
37
– – ﹤0.01% 589
2019
Q3 		$2K Hold
37
– – ﹤0.01% 586
2019
Q2 		$2K Buy
+37
New +$1.55K ﹤0.01% 1134
2016
Q3 		– Sell
-233
Closed -$8K – 925
2016
Q2 		$8K Hold
233
– – 0.01% 461
2016
Q1 		$8K Buy
+233
New +$6.98K 0.01% 456

Other funds holding HE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s HE Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of Hawaiian Electric Industries (HE) in Q2 2020, closing a stake of 61 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in HE in Q1 2016 and held it in 6 quarters. The position peaked at $8K in Q2 2016. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

  • Cornerstone Advisors (Washington) reported no remaining Hawaiian Electric Industries position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 61 Hawaiian Electric Industries shares in Q2 2020, an estimated $3K.
  • Cornerstone Advisors (Washington) first reported a position in Hawaiian Electric Industries in Q1 2016 and held it in 6 quarters.
  • Cornerstone Advisors (Washington)'s Hawaiian Electric Industries position peaked at $8K in Q2 2016.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.