FGAM
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Financial Gravity Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-1
Closed -$47K – 1216
2019
Q4 		$47K Sell
1
-3
-75% -$134 0.03% 676
2019
Q3 		$0 Sell
4
-57
-93% -$2.54K ﹤0.01% 1346
2019
Q2 		$3K Sell
61
-147
-71% -$6.16K ﹤0.01% 801
2019
Q1 		$8K Buy
+208
New +$7.9K 0.01% 596
2018
Q3 		$4K Sell
105
-8
-7% -$281 ﹤0.01% 775
2018
Q2 		$4K Sell
113
-987
-90% -$33.5K ﹤0.01% 829
2018
Q1 		$38K Buy
+1,100
New +$37.2K 0.04% 399

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return