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Mount Yale Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-571
Closed -$22K – 505
2018
Q3 		$22K Buy
571
+76
+15% +$2.67K ﹤0.01% 758
2018
Q2 		$17K Buy
495
+222
+81% +$7.54K ﹤0.01% 826
2018
Q1 		$9K Buy
+273
New +$9.22K ﹤0.01% 855

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Mount Yale Investment Advisors's HE Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2018, closing a stake of 571 shares — an estimated $22K sold.

Mount Yale Investment Advisors first reported a position in HE in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 571 Hawaiian Electric Industries shares in Q4 2018, an estimated $22K.
  • Mount Yale Investment Advisors first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Hawaiian Electric Industries position peaked at $22K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.