Proficio Capital Partners’s Hawaiian Electric Industries HE Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-273	Closed	-$12K	–	732
2019 Q2	$12K	Buy	273 +137	+101%	+$5.74K	﹤0.01%	876
2019 Q1	$6K	Buy	136 +70	+106%	+$2.66K	﹤0.01%	1054
2018 Q4	$2K	Hold	66	–	–	﹤0.01%	1013
2018 Q3	$2K	Hold	66	–	–	﹤0.01%	1084
2018 Q2	$2K	Hold	66	–	–	﹤0.01%	1130
2018 Q1	$2K	Hold	66	–	–	﹤0.01%	1125
2017 Q4	$2K	Hold	66	–	–	﹤0.01%	1107
2017 Q3	$2K	Hold	66	–	–	﹤0.01%	1094
2017 Q2	$2K	Sell	66 -410	-86%	-$13.6K	﹤0.01%	1089
2017 Q1	$16K	Buy	476 +410	+621%	+$13.6K	0.01%	676
2016 Q4	$2K	Hold	66	–	–	﹤0.01%	914
2016 Q3	$2K	Sell	66 -1,500	-96%	-$46.1K	﹤0.01%	858
2016 Q2	$48K	Hold	1,566	–	–	0.03%	276
2016 Q1	$51K	Buy	+1,566	New	+$46.9K	0.04%	209

Other funds holding HE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Proficio Capital Partners's HE Position: Q3 2019 in Review

Proficio Capital Partners sold out of Hawaiian Electric Industries (HE) in Q3 2019, closing a stake of 273 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in HE in Q1 2016 and held it in 14 quarters. The position peaked at $51K in Q1 2016. 321 funds tracked by Wall St. Rank hold HE as of Q3 2019.

Proficio Capital Partners reported no remaining Hawaiian Electric Industries position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 273 Hawaiian Electric Industries shares in Q3 2019, an estimated $12K.
Proficio Capital Partners first reported a position in Hawaiian Electric Industries in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Hawaiian Electric Industries position peaked at $51K in Q1 2016.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.