EWM
HE icon

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

Elite 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
Q3 		– Sell
-16,202
Closed -$584K – 46
2020
Q2 		$584K Sell
16,202
-996
-6% -$38.6K 0.17% 30
2020
Q1 		$740K Buy
+17,198
New +$795K 0.58% 26
2014
Q4 		– Sell
-1,200
Closed -$32K – 216
2014
Q3 		$32K Hold
1,200
– – 0.03% 148
2014
Q2 		$30K Hold
1,200
– – 0.03% 143
2014
Q1 		$31K Hold
1,200
– – 0.03% 157
2013
Q4 		$31K Sell
1,200
-250
-17% -$6.47K 0.02% 215
2013
Q3 		$36K Buy
1,450
+1,200
+480% +$30.9K 0.03% 192
2013
Q2 		$6K Buy
+250
New +$6.66K 0.01% 237

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elite Wealth Management's HE Position: Q3 2020 in Review

Elite Wealth Management sold out of Hawaiian Electric Industries (HE) in Q3 2020, closing a stake of 16,202 shares — an estimated $584K sold.

Elite Wealth Management first reported a position in HE in Q2 2013 and held it in 8 quarters. The position peaked at $740K in Q1 2020. 312 funds tracked by Wall St. Rank hold HE as of Q3 2020.

  • Elite Wealth Management reported no remaining Hawaiian Electric Industries position as of Q3 2020 after selling out during the quarter.
  • Elite Wealth Management sold 16,202 Hawaiian Electric Industries shares in Q3 2020, an estimated $584K.
  • Elite Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 8 quarters.
  • Elite Wealth Management's Hawaiian Electric Industries position peaked at $740K in Q1 2020.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2020.

Based on Elite Wealth Management's 13F filing for Q3 2020, filed 10 Nov 2020.