FPFS
HA

First Personal Financial Services’s Hawaiian Holdings, Inc. HA Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-225
Closed -$6K – 774
2019
Q2 		$6K Hold
225
– – ﹤0.01% 580
2019
Q1 		$6K Buy
225
+22
+11% +$639 ﹤0.01% 579
2018
Q4 		$5K Hold
203
– – ﹤0.01% 569
2018
Q3 		$8K Buy
203
+32
+19% +$1.27K ﹤0.01% 545
2018
Q2 		$6K Buy
171
+20
+13% +$771 ﹤0.01% 565
2018
Q1 		$6K Hold
151
– – ﹤0.01% 903
2017
Q4 		$6K Buy
+151
New +$5.81K ﹤0.01% 885

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Personal Financial Services's HA Position: Q3 2019 in Review

First Personal Financial Services sold out of Hawaiian Holdings, Inc. (HA) in Q3 2019, closing a stake of 225 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in HA in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2018. 191 funds tracked by Wall St. Rank hold HA as of Q3 2019.

  • First Personal Financial Services reported no remaining Hawaiian Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 225 Hawaiian Holdings, Inc. shares in Q3 2019, an estimated $6K.
  • First Personal Financial Services first reported a position in Hawaiian Holdings, Inc. in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's Hawaiian Holdings, Inc. position peaked at $8K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.