Elm Advisors’s Hawaiian Electric Industries HE Stock Holding History

Elm 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
2018 Q4	–	Sell	-287	Closed	-$10K	–	161
2018 Q3	$10K	Buy	+287	New	+$10.1K	0.01%	260

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 $3.37T AUM 44.26% 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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Elm Advisors's HE Position: Q4 2018 in Review

Elm Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2018, closing a stake of 287 shares — an estimated $10K sold.

Elm Advisors first reported a position in HE in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

Elm Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 287 Hawaiian Electric Industries shares in Q4 2018, an estimated $10K.
Elm Advisors first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 1 quarter.
Elm Advisors's Hawaiian Electric Industries position peaked at $10K in Q3 2018.
300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.