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PRW Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-77
Closed -$3K – 324
2019
Q1 		$3K Hold
77
– – ﹤0.01% 461
2018
Q4 		$3K Buy
+77
New +$2.86K ﹤0.01% 458

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's HE Position: Q2 2019 in Review

PRW Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2019, closing a stake of 77 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in HE in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 322 funds tracked by Wall St. Rank hold HE as of Q2 2019.

  • PRW Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 77 Hawaiian Electric Industries shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Hawaiian Electric Industries position peaked at $3K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.