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Marshwinds Advisory’s Hawaiian Electric Industries HE Stock Holding History

Marshwinds Advisory’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
2018
Q1 		– Sell
-5,600
Closed -$202K – 135
2017
Q4 		$202K Buy
+5,600
New +$203K 0.09% 128

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshwinds Advisory's HE Position: Q1 2018 in Review

Marshwinds Advisory sold out of Hawaiian Electric Industries (HE) in Q1 2018, closing a stake of 5,600 shares — an estimated $202K sold.

Marshwinds Advisory first reported a position in HE in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 282 funds tracked by Wall St. Rank hold HE as of Q1 2018.

  • Marshwinds Advisory reported no remaining Hawaiian Electric Industries position as of Q1 2018 after selling out during the quarter.
  • Marshwinds Advisory sold 5,600 Hawaiian Electric Industries shares in Q1 2018, an estimated $202K.
  • Marshwinds Advisory first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 1 quarter.
  • Marshwinds Advisory's Hawaiian Electric Industries position peaked at $202K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2018.

Based on Marshwinds Advisory's 13F filing for Q1 2018, filed 9 Apr 2018.