LifePlan Financial Group’s Hawaiian Electric Industries HE Stock Holding History

LifePlan Financial Group’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 Q3	$10K	Hold	300	–	–	﹤0.01%	408
2020 Q2	$11K	Hold	300	–	–	0.01%	400
2020 Q1	$13K	Hold	300	–	–	0.01%	367
2019 Q4	$14K	Hold	300	–	–	0.01%	389
2019 Q3	$14K	Hold	300	–	–	0.01%	385
2019 Q2	$13K	Hold	300	–	–	0.01%	382
2019 Q1	$12K	Hold	300	–	–	0.01%	394
2018 Q4	$11K	Hold	300	–	–	0.01%	378
2018 Q3	$11K	Hold	300	–	–	0.01%	379
2018 Q2	$10K	Hold	300	–	–	0.01%	378
2018 Q1	$10K	Buy	+300	New	+$10.1K	0.01%	366

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's HE Position: Q3 2020 in Review

LifePlan Financial Group held its Hawaiian Electric Industries (HE) position steady in Q3 2020 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

LifePlan Financial Group first reported a position in HE in Q1 2018 and has held it in 11 quarters since. The position peaked at $14K in Q4 2019. 312 funds tracked by Wall St. Rank hold HE as of Q3 2020.

LifePlan Financial Group held 300 shares of Hawaiian Electric Industries worth $10K as of Q3 2020.
LifePlan Financial Group left its Hawaiian Electric Industries share count unchanged in Q3 2020.
Hawaiian Electric Industries made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #408 holding.
LifePlan Financial Group first reported a position in Hawaiian Electric Industries in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Hawaiian Electric Industries position peaked at $14K in Q4 2019.
312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.