One Wealth Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

One Wealth Advisors’s Portfolio HA Stock Details HA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-990	Closed	-$40K	–	500
2018 Q3	$40K	Hold	990	–	–	0.03%	281
2018 Q2	$36K	Hold	990	–	–	0.03%	279
2018 Q1	$38K	Buy	990 +772	+354%	+$28.8K	0.03%	268
2017 Q4	$9K	Buy	+218	New	+$8.38K	0.01%	360

Other funds holding HA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

One Wealth Advisors's HA Position: Q4 2018 in Review

One Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q4 2018, closing a stake of 990 shares — an estimated $40K sold.

One Wealth Advisors first reported a position in HA in Q4 2017 and held it in 4 quarters. The position peaked at $40K in Q3 2018. 226 funds tracked by Wall St. Rank hold HA as of Q4 2018.

One Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 990 Hawaiian Holdings, Inc. shares in Q4 2018, an estimated $40K.
One Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $40K in Q3 2018.
226 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.