Edge Advisors’s Hawaiian Electric Industries HE Stock Holding History

Edge Advisors’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
2017 Q3	–	Sell	-167	Closed	-$5K	–	925
2017 Q2	$5K	Hold	167	–	–	﹤0.01%	809
2017 Q1	$5K	Buy	+167	New	+$5.54K	﹤0.01%	827

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Edge Advisors's HE Position: Q3 2017 in Review

Edge Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2017, closing a stake of 167 shares — an estimated $5K sold.

Edge Advisors first reported a position in HE in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 253 funds tracked by Wall St. Rank hold HE as of Q3 2017.

Edge Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2017 after selling out during the quarter.
Edge Advisors sold 167 Hawaiian Electric Industries shares in Q3 2017, an estimated $5K.
Edge Advisors first reported a position in Hawaiian Electric Industries in Q1 2017 and held it in 2 quarters.
Edge Advisors's Hawaiian Electric Industries position peaked at $5K in Q2 2017.
253 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.