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Golden State Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-981
Closed -$42K – 496
2020
Q1 		$42K Buy
+981
New +$45.4K 0.02% 388

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Wealth Management's HE Position: Q2 2020 in Review

Golden State Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2020, closing a stake of 981 shares — an estimated $42K sold.

Golden State Wealth Management first reported a position in HE in Q1 2020 and held it in 1 quarter. The position peaked at $42K in Q1 2020. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

  • Golden State Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 981 Hawaiian Electric Industries shares in Q2 2020, an estimated $42K.
  • Golden State Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Hawaiian Electric Industries position peaked at $42K in Q1 2020.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.