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CSat Investment Advisory’s Hawaiian Electric Industries HE Stock Holding History

CSat Investment Advisory’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
-454
Closed -$15K – 711
2020
Q3 		$15K Buy
454
+63
+16% +$2.21K ﹤0.01% 945
2020
Q2 		$14K Buy
391
+66
+20% +$2.56K ﹤0.01% 945
2020
Q1 		$14K Buy
325
+44
+16% +$2.04K ﹤0.01% 808
2019
Q4 		$13K Buy
281
+54
+24% +$2.42K ﹤0.01% 911
2019
Q3 		$10K Buy
227
+32
+16% +$1.42K ﹤0.01% 925
2019
Q2 		$8K Buy
+195
New +$8.17K ﹤0.01% 950

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 $609B AUM 40.19% 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

CSat Investment Advisory's HE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 454 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in HE in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 454 Hawaiian Electric Industries shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Hawaiian Electric Industries position peaked at $15K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.