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MPS Loria Financial Planners’s Hawaiian Electric Industries HE Stock Holding History

MPS Loria Financial Planners’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
-300
Closed -$13K – 311
2021
Q1 		$13K Hold
300
– – 0.01% 272
2020
Q4 		$10K Hold
300
– – ﹤0.01% 298
2020
Q3 		$10K Hold
300
– – 0.01% 239
2020
Q2 		$11K Buy
+300
New +$11.6K 0.01% 244
2017
Q3 		– Sell
-300
Closed -$10K – 193
2017
Q2 		$10K Buy
+300
New +$9.98K 0.01% 293

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

MPS Loria Financial Planners's HE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Hawaiian Electric Industries (HE) in Q2 2021, closing a stake of 300 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in HE in Q2 2017 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 298 funds tracked by Wall St. Rank hold HE as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Hawaiian Electric Industries position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 300 Hawaiian Electric Industries shares in Q2 2021, an estimated $13K.
  • MPS Loria Financial Planners first reported a position in Hawaiian Electric Industries in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Hawaiian Electric Industries position peaked at $13K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.