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First Citizens Bank & Trust’s Hawaiian Electric Industries HE Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-9,283
Closed -$233K – 534
2013
Q3 		$233K Buy
9,283
+372
+4% +$9.57K 0.01% 992
2013
Q2 		$226K Buy
+8,911
New +$237K 0.01% 960

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

First Citizens Bank & Trust's HE Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Hawaiian Electric Industries (HE) in Q4 2013, closing a stake of 9,283 shares — an estimated $233K sold.

First Citizens Bank & Trust first reported a position in HE in Q2 2013 and held it in 2 quarters. The position peaked at $233K in Q3 2013. 213 funds tracked by Wall St. Rank hold HE as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Hawaiian Electric Industries position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 9,283 Hawaiian Electric Industries shares in Q4 2013, an estimated $233K.
  • First Citizens Bank & Trust first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Hawaiian Electric Industries position peaked at $233K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.