Regions Financial Corp’s Hawaiian Electric Industries HE Stock Holding History

Regions Financial Corp’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	-800	Closed	-$33K	–	1178
2019 Q1	$33K	Hold	800	–	–	﹤0.01%	1238
2018 Q4	$29K	Hold	800	–	–	﹤0.01%	1265
2018 Q3	$28K	Hold	800	–	–	﹤0.01%	1360
2018 Q2	$27K	Hold	800	–	–	﹤0.01%	1378
2018 Q1	$28K	Hold	800	–	–	﹤0.01%	1368
2017 Q4	$29K	Buy	+800	New	+$29K	﹤0.01%	1390
2014 Q1	–	Sell	-21,898	Closed	-$571K	–	1113
2013 Q4	$571K	Hold	21,898	–	–	0.01%	732
2013 Q3	$550K	Sell	21,898 -617	-3%	-$15.9K	0.01%	715
2013 Q2	$570K	Buy	+22,515	New	+$599K	0.01%	684

Other funds holding HE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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