FGC
HA

Financial Gravity Companies’s Hawaiian Holdings, Inc. HA Stock Holding History

Financial Gravity Companies’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+25
New +$846 ﹤0.01% 1272
2018
Q1 		$2K Buy
60
+12
+25% +$448 ﹤0.01% 1019
2017
Q4 		$2K Buy
+48
New +$1.85K ﹤0.01% 1000

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Financial Gravity Companies's HA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Hawaiian Holdings, Inc. (HA) in Q4 2018: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HA as recently as Q1 2018.

Financial Gravity Companies first reported a position in HA in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 226 funds tracked by Wall St. Rank hold HA as of Q4 2018.

  • Financial Gravity Companies held 25 shares of Hawaiian Holdings, Inc. worth $1K as of Q4 2018.
  • Hawaiian Holdings, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Hawaiian Holdings, Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1272 holding.
  • Financial Gravity Companies first reported a position in Hawaiian Holdings, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Hawaiian Holdings, Inc. position peaked at $2K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.