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Old Mutual Customised Solutions’s Hawaiian Electric Industries HE Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-1,000
Closed -$25K – 973
2013
Q2 		$25K Buy
+1,000
New +$26.6K 0.01% 1064

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Old Mutual Customised Solutions's HE Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Hawaiian Electric Industries (HE) in Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Old Mutual Customised Solutions first reported a position in HE in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 208 funds tracked by Wall St. Rank hold HE as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Hawaiian Electric Industries position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 1,000 Hawaiian Electric Industries shares in Q3 2013, an estimated $25K.
  • Old Mutual Customised Solutions first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Hawaiian Electric Industries position peaked at $25K in Q2 2013.
  • 208 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.