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

Cranbrook 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
2020
Q4 		– Sell
-743
Closed -$25K – 318
2020
Q3 		$25K Buy
+743
New +$26.1K 0.01% 171

Other funds holding HE

Vanguard Group
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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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

Cranbrook Wealth Management's HE Position: Q4 2020 in Review

Cranbrook Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 743 shares — an estimated $25K sold.

Cranbrook Wealth Management first reported a position in HE in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

  • Cranbrook Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
  • Cranbrook Wealth Management sold 743 Hawaiian Electric Industries shares in Q4 2020, an estimated $25K.
  • Cranbrook Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 1 quarter.
  • Cranbrook Wealth Management's Hawaiian Electric Industries position peaked at $25K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on Cranbrook Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.