New Jersey Better Educational Savings Trust’s Hawaiian Electric Industries HE Stock Holding History

New Jersey Better Educational Savings Trust’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
2019 Q2	–	Sell	-7,000	Closed	-$285K	–	185
2019 Q1	$285K	Buy	+7,000	New	+$266K	0.38%	91
2018 Q4	–	Sell	-10,000	Closed	-$356K	–	186
2018 Q3	$356K	Buy	+10,000	New	+$352K	0.36%	106
2016 Q4	–	Sell	-25,000	Closed	-$746K	–	182
2016 Q3	$746K	Buy	+25,000	New	+$768K	0.48%	60

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Jersey Better Educational Savings Trust's HE Position: Q2 2019 in Review

New Jersey Better Educational Savings Trust sold out of Hawaiian Electric Industries (HE) in Q2 2019, closing a stake of 7,000 shares — an estimated $285K sold.

New Jersey Better Educational Savings Trust first reported a position in HE in Q3 2016 and held it in 3 quarters. The position peaked at $746K in Q3 2016. 322 funds tracked by Wall St. Rank hold HE as of Q2 2019.

New Jersey Better Educational Savings Trust reported no remaining Hawaiian Electric Industries position as of Q2 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 7,000 Hawaiian Electric Industries shares in Q2 2019, an estimated $285K.
New Jersey Better Educational Savings Trust first reported a position in Hawaiian Electric Industries in Q3 2016 and held it in 3 quarters.
New Jersey Better Educational Savings Trust's Hawaiian Electric Industries position peaked at $746K in Q3 2016.
322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2019, filed 9 Jul 2019.