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MU Investments Company’s Hawaiian Electric Industries HE Stock Holding History

MU Investments Company’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
2014
Q1 		– Sell
-16,920
Closed -$438K – 336
2013
Q4 		$438K Buy
16,920
+120
+0.7% +$3.1K 0.19% 141
2013
Q3 		$422K Sell
16,800
-4,900
-23% -$126K 0.2% 130
2013
Q2 		$543K Buy
+21,700
New +$578K 0.23% 144

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

MU Investments Company's HE Position: Q1 2014 in Review

MU Investments Company sold out of Hawaiian Electric Industries (HE) in Q1 2014, closing a stake of 16,920 shares — an estimated $438K sold.

MU Investments Company first reported a position in HE in Q2 2013 and held it in 3 quarters. The position peaked at $543K in Q2 2013. 224 funds tracked by Wall St. Rank hold HE as of Q1 2014.

  • MU Investments Company reported no remaining Hawaiian Electric Industries position as of Q1 2014 after selling out during the quarter.
  • MU Investments Company sold 16,920 Hawaiian Electric Industries shares in Q1 2014, an estimated $438K.
  • MU Investments Company first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 3 quarters.
  • MU Investments Company's Hawaiian Electric Industries position peaked at $543K in Q2 2013.
  • 224 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2014.

Based on MU Investments Company's 13F filing for Q1 2014, filed 16 Apr 2014.