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Hillsdale Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Hillsdale Investment 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
2021
Q1 		– Sell
-50
Closed -$2K – 600
2020
Q4 		$2K Hold
50
– – ﹤0.01% 572
2020
Q3 		$2K Hold
50
– – ﹤0.01% 559
2020
Q2 		$2K Hold
50
– – ﹤0.01% 540
2020
Q1 		$2K Sell
50
-130
-72% -$6.01K ﹤0.01% 565
2019
Q4 		$8K Hold
180
– – ﹤0.01% 500
2019
Q3 		$8K Sell
180
-20
-10% -$889 ﹤0.01% 510
2019
Q2 		$9K Hold
200
– – ﹤0.01% 498
2019
Q1 		$8K Buy
200
+20
+11% +$760 ﹤0.01% 501
2018
Q4 		$7K Buy
180
+30
+20% +$1.11K ﹤0.01% 482
2018
Q3 		$5K Sell
150
-30
-17% -$1.06K ﹤0.01% 397
2018
Q2 		$6K Hold
180
– – ﹤0.01% 401
2018
Q1 		$6K Sell
180
-10
-5% -$338 ﹤0.01% 377
2017
Q4 		$7K Buy
190
+20
+12% +$724 ﹤0.01% 382
2017
Q3 		$6K Buy
170
+80
+89% +$2.65K ﹤0.01% 386
2017
Q2 		$3K Buy
90
+40
+80% +$1.33K ﹤0.01% 408
2017
Q1 		$2K Hold
50
– – ﹤0.01% 446
2016
Q4 		$2K Sell
50
-20
-29% -$610 ﹤0.01% 449
2016
Q3 		$2K Sell
70
-30
-30% -$922 ﹤0.01% 467
2016
Q2 		$3K Hold
100
– – ﹤0.01% 453
2016
Q1 		$3K Hold
100
– – ﹤0.01% 426
2015
Q4 		$3K Buy
+100
New +$2.88K ﹤0.01% 427

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Hillsdale Investment Management's HE Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Hillsdale Investment Management first reported a position in HE in Q4 2015 and held it in 21 quarters. The position peaked at $9K in Q2 2019. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 Hawaiian Electric Industries shares in Q1 2021, an estimated $2K.
  • Hillsdale Investment Management first reported a position in Hawaiian Electric Industries in Q4 2015 and held it in 21 quarters.
  • Hillsdale Investment Management's Hawaiian Electric Industries position peaked at $9K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.