Loring Wolcott & Coolidge Fiduciary Advisors’s Hawaiian Electric Industries HE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q4	–	Sell	-200	Closed	-$8K	–	742
2021 Q3	$8K	Sell	200 -56	-22%	-$2.4K	﹤0.01%	618
2021 Q2	$11K	Buy	+256	New	+$11.1K	﹤0.01%	618
2021 Q1	–	Sell	-200	Closed	-$7K	–	476
2020 Q4	$7K	Buy	+200	New	+$7.07K	﹤0.01%	639
2016 Q4	–	Sell	-144	Closed	-$4K	–	600
2016 Q3	$4K	Hold	144	–	–	﹤0.01%	583
2016 Q2	$5K	Hold	144	–	–	﹤0.01%	591
2016 Q1	$5K	Hold	144	–	–	﹤0.01%	577
2015 Q4	$4K	Hold	144	–	–	﹤0.01%	606
2015 Q3	$4K	Hold	144	–	–	﹤0.01%	585
2015 Q2	$4K	Hold	144	–	–	﹤0.01%	585
2015 Q1	$5K	Hold	144	–	–	﹤0.01%	592
2014 Q4	$5K	Hold	144	–	–	﹤0.01%	597
2014 Q3	$4K	Hold	144	–	–	﹤0.01%	570
2014 Q2	$4K	Hold	144	–	–	﹤0.01%	595
2014 Q1	$4K	Hold	144	–	–	﹤0.01%	588
2013 Q4	$4K	Hold	144	–	–	﹤0.01%	560
2013 Q3	$4K	Hold	144	–	–	﹤0.01%	526
2013 Q2	$4K	Buy	+144	New	+$3.83K	﹤0.01%	572

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HE Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 200 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HE in Q2 2013 and held it in 17 quarters. The position peaked at $11K in Q2 2021. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Hawaiian Electric Industries shares in Q4 2021, an estimated $8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Hawaiian Electric Industries position peaked at $11K in Q2 2021.
332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.