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Nexus Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Nexus Asset Management’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
Q4 		– Sell
-614,100
Closed -$16.3M – 9
2014
Q3 		$16.3M Buy
+614,100
New +$15.2M 2.25% 21

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Nexus Asset Management's HE Position: Q4 2014 in Review

Nexus Asset Management sold out of Hawaiian Electric Industries (HE) in Q4 2014, closing a stake of 614,100 shares — an estimated $16.3M sold.

Nexus Asset Management first reported a position in HE in Q3 2014 and held it in 1 quarter. The position peaked at $16.3M in Q3 2014. 229 funds tracked by Wall St. Rank hold HE as of Q4 2014.

  • Nexus Asset Management reported no remaining Hawaiian Electric Industries position as of Q4 2014 after selling out during the quarter.
  • Nexus Asset Management sold 614,100 Hawaiian Electric Industries shares in Q4 2014, an estimated $16.3M.
  • Nexus Asset Management first reported a position in Hawaiian Electric Industries in Q3 2014 and held it in 1 quarter.
  • Nexus Asset Management's Hawaiian Electric Industries position peaked at $16.3M in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2014.

Based on Nexus Asset Management's 13F filing for Q4 2014.