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Girard Partners’s Hawaiian Electric Industries HE Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-700
Closed -$24K – 466
2018
Q3 		$24K Buy
+700
New +$24.6K ﹤0.01% 570

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Girard Partners's HE Position: Q4 2018 in Review

Girard Partners sold out of Hawaiian Electric Industries (HE) in Q4 2018, closing a stake of 700 shares — an estimated $24K sold.

Girard Partners first reported a position in HE in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

  • Girard Partners reported no remaining Hawaiian Electric Industries position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 700 Hawaiian Electric Industries shares in Q4 2018, an estimated $24K.
  • Girard Partners first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Hawaiian Electric Industries position peaked at $24K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.