IWM
HE icon

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

IHT 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
2018
Q2 		– Sell
-353
Closed -$12K – 822
2018
Q1 		$12K Hold
353
– – ﹤0.01% 1126
2017
Q4 		$12K Hold
353
– – ﹤0.01% 1136
2017
Q3 		$12K Hold
353
– – 0.01% 910
2017
Q2 		$1.19M Sell
353
-609
-63% -$20.3K 0.58% 31
2017
Q1 		$33K Hold
962
– – 0.02% 525
2016
Q4 		$32K Buy
+962
New +$29.3K 0.02% 495

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's HE Position: Q2 2018 in Review

IHT Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2018, closing a stake of 353 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in HE in Q4 2016 and held it in 6 quarters. The position peaked at $1.19M in Q2 2017. 292 funds tracked by Wall St. Rank hold HE as of Q2 2018.

  • IHT Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 353 Hawaiian Electric Industries shares in Q2 2018, an estimated $12K.
  • IHT Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Hawaiian Electric Industries position peaked at $1.19M in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.