MF
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Manchester Financial’s Hawaiian Electric Industries HE Stock Holding History

Manchester 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
2021
Q2 		– Sell
-466
Closed -$21K – 308
2021
Q1 		$21K Hold
466
– – 0.01% 314
2020
Q4 		$16K Hold
466
– – 0.01% 310
2020
Q3 		$15K Hold
466
– – 0.01% 269
2020
Q2 		$17K Hold
466
– – 0.01% 254
2020
Q1 		$20K Hold
466
– – 0.01% 211
2019
Q4 		$22K Buy
+466
New +$20.9K 0.01% 250
2019
Q3 		– Sell
-466
Closed -$20K – 214
2019
Q2 		$20K Buy
+466
New +$19.5K 0.01% 247

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Manchester Financial's HE Position: Q2 2021 in Review

Manchester Financial sold out of Hawaiian Electric Industries (HE) in Q2 2021, closing a stake of 466 shares — an estimated $21K sold.

Manchester Financial first reported a position in HE in Q2 2019 and held it in 7 quarters. The position peaked at $22K in Q4 2019. 298 funds tracked by Wall St. Rank hold HE as of Q2 2021.

  • Manchester Financial reported no remaining Hawaiian Electric Industries position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 466 Hawaiian Electric Industries shares in Q2 2021, an estimated $21K.
  • Manchester Financial first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Hawaiian Electric Industries position peaked at $22K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.