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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Hawaiian Electric Industries HE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-200
Closed -$7K – 464
2016
Q4 		$7K Hold
200
– – ﹤0.01% 355
2016
Q3 		$5K Hold
200
– – ﹤0.01% 343
2016
Q2 		$6K Buy
+200
New +$6.59K ﹤0.01% 306

Other funds holding HE

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BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's HE Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Hawaiian Electric Industries (HE) in Q1 2017, closing a stake of 200 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in HE in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 259 funds tracked by Wall St. Rank hold HE as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Hawaiian Electric Industries position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 Hawaiian Electric Industries shares in Q1 2017, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Hawaiian Electric Industries in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Hawaiian Electric Industries position peaked at $7K in Q4 2016.
  • 259 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.