Formidable Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Formidable 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
2019 Q2	–	Sell	-12,318	Closed	-$1.03M	–	276
2019 Q1	$1.03M	Buy	+12,318	New	+$468K	0.41%	57
2016 Q2	–	Sell	-200	Closed	-$6K	–	274
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	393
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	452
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	497
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	422
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	410
2014 Q4	$7K	Hold	200	–	–	﹤0.01%	371
2014 Q3	$6K	Hold	200	–	–	﹤0.01%	373
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	427
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	387
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	408
2013 Q3	$5K	Buy	+200	New	+$5.14K	﹤0.01%	359

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return