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Mountain Capital Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-434
Closed -$14K – 190
2017
Q3 		$14K Sell
434
-95
-18% -$3.14K 0.01% 229
2017
Q2 		$17K Buy
+529
New +$17.6K 0.02% 236

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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's HE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2017, closing a stake of 434 shares — an estimated $14K sold.

Mountain Capital Investment Advisors first reported a position in HE in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 279 funds tracked by Wall St. Rank hold HE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 434 Hawaiian Electric Industries shares in Q4 2017, an estimated $14K.
  • Mountain Capital Investment Advisors first reported a position in Hawaiian Electric Industries in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Hawaiian Electric Industries position peaked at $17K in Q2 2017.
  • 279 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.