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

Elmwood 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 		$0 Hold
5
– – ﹤0.01% 263
2020
Q2 		$0 Buy
+5
New +$194 ﹤0.01% 293

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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Elmwood Wealth Management held its Hawaiian Electric Industries (HE) position steady in Q3 2020 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Elmwood Wealth Management first reported a position in HE in Q2 2020 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold HE as of Q3 2020.

  • Elmwood Wealth Management held 5 shares of Hawaiian Electric Industries worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its Hawaiian Electric Industries share count unchanged in Q3 2020.
  • Hawaiian Electric Industries made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #263 holding.
  • Elmwood Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2020 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.