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Omnia Family Wealth’s Hawaiian Electric Industries HE Stock Holding History

Omnia Family Wealth’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
2018
Q2 		– Sell
-61
Closed -$2K – 582
2018
Q1 		$2K Hold
61
– – ﹤0.01% 440
2017
Q4 		$2K Hold
61
– – ﹤0.01% 445
2017
Q3 		$2K Buy
+61
New +$2.02K ﹤0.01% 459

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's HE Position: Q2 2018 in Review

Omnia Family Wealth sold out of Hawaiian Electric Industries (HE) in Q2 2018, closing a stake of 61 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in HE in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 292 funds tracked by Wall St. Rank hold HE as of Q2 2018.

  • Omnia Family Wealth reported no remaining Hawaiian Electric Industries position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 61 Hawaiian Electric Industries shares in Q2 2018, an estimated $2K.
  • Omnia Family Wealth first reported a position in Hawaiian Electric Industries in Q3 2017 and held it in 3 quarters.
  • Omnia Family Wealth's Hawaiian Electric Industries position peaked at $2K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.