RIA
HE icon

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

Regal 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
2014
Q1 		– Sell
-434
Closed -$11K – 906
2013
Q4 		$11K Buy
434
+5
+1% +$129 0.01% 575
2013
Q3 		$11K Buy
429
+5
+1% +$129 0.01% 582
2013
Q2 		$11K Buy
+424
New +$11.3K 0.01% 567

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Regal Investment Advisors's HE Position: Q1 2014 in Review

Regal Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2014, closing a stake of 434 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in HE in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q4 2013. 224 funds tracked by Wall St. Rank hold HE as of Q1 2014.

  • Regal Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 434 Hawaiian Electric Industries shares in Q1 2014, an estimated $11K.
  • Regal Investment Advisors first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Hawaiian Electric Industries position peaked at $11K in Q4 2013.
  • 224 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.