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Gary Goldberg Planning Services’s Hawaiian Electric Industries HE Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$755K Sell
22,541
-178
-0.8% -$5.18K 0.32% 53
2014
Q3 		$603K Buy
22,719
+1,364
+6% +$33.9K 0.25% 60
2014
Q2 		$541K Buy
21,355
+19,115
+853% +$465K 0.24% 63
2014
Q1 		$57K Buy
+2,240
New +$57.3K 0.03% 209

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Gary Goldberg Planning Services's HE Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Hawaiian Electric Industries (HE) stake by 0.78% in Q4 2014, selling an estimated $5.18K and leaving 22,541 shares worth $755K. The position accounts for 0.32% of the portfolio, ranked #53.

Gary Goldberg Planning Services first reported a position in HE in Q1 2014 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold HE as of Q4 2014.

  • Gary Goldberg Planning Services held 22,541 shares of Hawaiian Electric Industries worth $755K as of Q4 2014.
  • Gary Goldberg Planning Services sold 178 Hawaiian Electric Industries shares in Q4 2014, an estimated $5.18K.
  • Hawaiian Electric Industries made up 0.32% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #53 holding.
  • Gary Goldberg Planning Services first reported a position in Hawaiian Electric Industries in Q1 2014 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.