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Piermont Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Piermont Capital 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
2017
Q1 		– Sell
-92,580
Closed -$3.06M – 259
2016
Q4 		$3.06M Sell
92,580
-7,420
-7% -$226K 0.7% 45
2016
Q3 		$2.98M Buy
+100,000
New +$3.07M 0.71% 45

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piermont Capital Management's HE Position: Q1 2017 in Review

Piermont Capital Management sold out of Hawaiian Electric Industries (HE) in Q1 2017, closing a stake of 92,580 shares — an estimated $3.06M sold.

Piermont Capital Management first reported a position in HE in Q3 2016 and held it in 2 quarters. The position peaked at $3.06M in Q4 2016. 259 funds tracked by Wall St. Rank hold HE as of Q1 2017.

  • Piermont Capital Management reported no remaining Hawaiian Electric Industries position as of Q1 2017 after selling out during the quarter.
  • Piermont Capital Management sold 92,580 Hawaiian Electric Industries shares in Q1 2017, an estimated $3.06M.
  • Piermont Capital Management first reported a position in Hawaiian Electric Industries in Q3 2016 and held it in 2 quarters.
  • Piermont Capital Management's Hawaiian Electric Industries position peaked at $3.06M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2017.

Based on Piermont Capital Management's 13F filing for Q1 2017, filed 11 May 2017.