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Howard Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Howard 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
Q1 		– Sell
-750
Closed -$35K – 269
2019
Q4 		$35K Buy
+750
New +$33.6K 0.03% 228

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Howard Wealth Management's HE Position: Q1 2020 in Review

Howard Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2020, closing a stake of 750 shares — an estimated $35K sold.

Howard Wealth Management first reported a position in HE in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 311 funds tracked by Wall St. Rank hold HE as of Q1 2020.

  • Howard Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 750 Hawaiian Electric Industries shares in Q1 2020, an estimated $35K.
  • Howard Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Hawaiian Electric Industries position peaked at $35K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.