IF
HE icon

Ironwood Financial’s Hawaiian Electric Industries HE Stock Holding History

Ironwood Financial’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
-229
Closed -$11K – 365
2019
Q4 		$11K Buy
229
+1
+0.4% +$45 0.01% 252
2019
Q3 		$10K Hold
228
– – ﹤0.01% 260
2019
Q2 		$10K Sell
228
-1
-0.4% -$42 ﹤0.01% 259
2019
Q1 		$9K Hold
229
– – ﹤0.01% 261
2018
Q4 		$8K Hold
229
– – ﹤0.01% 259
2018
Q3 		$8K Buy
+229
New +$8.06K ﹤0.01% 269

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

Ironwood Financial's HE Position: Q1 2020 in Review

Ironwood Financial sold out of Hawaiian Electric Industries (HE) in Q1 2020, closing a stake of 229 shares — an estimated $11K sold.

Ironwood Financial first reported a position in HE in Q3 2018 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 311 funds tracked by Wall St. Rank hold HE as of Q1 2020.

  • Ironwood Financial reported no remaining Hawaiian Electric Industries position as of Q1 2020 after selling out during the quarter.
  • Ironwood Financial sold 229 Hawaiian Electric Industries shares in Q1 2020, an estimated $11K.
  • Ironwood Financial first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 6 quarters.
  • Ironwood Financial's Hawaiian Electric Industries position peaked at $11K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.