EWM
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Edge Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Edge 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
2013
Q4 		– Sell
-150
Closed -$4K – 349
2013
Q3 		$4K Hold
150
– – ﹤0.01% 279
2013
Q2 		$4K Buy
+150
New +$3.99K ﹤0.01% 269

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Edge Wealth Management's HE Position: Q4 2013 in Review

Edge Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2013, closing a stake of 150 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in HE in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 213 funds tracked by Wall St. Rank hold HE as of Q4 2013.

  • Edge Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 150 Hawaiian Electric Industries shares in Q4 2013, an estimated $4K.
  • Edge Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 2 quarters.
  • Edge Wealth Management's Hawaiian Electric Industries position peaked at $4K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.