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JOYN Advisors’s Hawaiian Electric Industries HE Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-497
Closed -$18K – 646
2018
Q4 		$18K Buy
497
+53
+12% +$1.97K ﹤0.01% 710
2018
Q3 		$16K Buy
444
+45
+11% +$1.58K ﹤0.01% 766
2018
Q2 		$14K Buy
399
+302
+311% +$10.3K ﹤0.01% 781
2018
Q1 		$3K Buy
+97
New +$3.28K ﹤0.01% 972

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's HE Position: Q1 2019 in Review

JOYN Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2019, closing a stake of 497 shares — an estimated $18K sold.

JOYN Advisors first reported a position in HE in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 316 funds tracked by Wall St. Rank hold HE as of Q1 2019.

  • JOYN Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 497 Hawaiian Electric Industries shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Hawaiian Electric Industries position peaked at $18K in Q4 2018.
  • 316 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.