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Financial Gravity Companies’s Hawaiian Electric Industries HE Stock Holding History

Financial Gravity Companies’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 		$10K Buy
+267
New +$9.9K 0.01% 588
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Hawaiian Electric Industries (HE) in Q4 2018: 267 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HE as recently as Q1 2018.

Financial Gravity Companies first reported a position in HE in Q1 2018 and has held it in 2 quarters since. The position peaked at $38K in Q1 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

  • Financial Gravity Companies held 267 shares of Hawaiian Electric Industries worth $10K as of Q4 2018.
  • Hawaiian Electric Industries was a new Financial Gravity Companies position in Q4 2018.
  • Hawaiian Electric Industries made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #588 holding.
  • Financial Gravity Companies first reported a position in Hawaiian Electric Industries in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Hawaiian Electric Industries position peaked at $38K in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

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