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Piedmont Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-8,175
Closed -$352K – 300
2020
Q1 		$352K Hold
8,175
– – 0.01% 536
2019
Q4 		$383K Sell
8,175
-1,569
-16% -$70.3K 0.01% 641
2019
Q3 		$444K Sell
9,744
-769
-7% -$34.2K 0.02% 571
2019
Q2 		$458K Buy
+10,513
New +$441K 0.02% 583
2018
Q3 		– Sell
-42
Closed -$1K – 1575
2018
Q2 		$1K Buy
+42
New +$1.43K ﹤0.01% 2760

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piedmont Investment Advisors's HE Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2020, closing a stake of 8,175 shares — an estimated $352K sold.

Piedmont Investment Advisors first reported a position in HE in Q2 2018 and held it in 5 quarters. The position peaked at $458K in Q2 2019. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 8,175 Hawaiian Electric Industries shares in Q2 2020, an estimated $352K.
  • Piedmont Investment Advisors first reported a position in Hawaiian Electric Industries in Q2 2018 and held it in 5 quarters.
  • Piedmont Investment Advisors's Hawaiian Electric Industries position peaked at $458K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.