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

Schnieders 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
2019
Q2 		– Sell
-5,150
Closed -$210K – 168
2019
Q1 		$210K Buy
+5,150
New +$196K 0.09% 140

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 $81.4B AUM 40.71% 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

Schnieders Capital Management's HE Position: Q2 2019 in Review

Schnieders Capital Management sold out of Hawaiian Electric Industries (HE) in Q2 2019, closing a stake of 5,150 shares — an estimated $210K sold.

Schnieders Capital Management first reported a position in HE in Q1 2019 and held it in 1 quarter. The position peaked at $210K in Q1 2019. 322 funds tracked by Wall St. Rank hold HE as of Q2 2019.

  • Schnieders Capital Management reported no remaining Hawaiian Electric Industries position as of Q2 2019 after selling out during the quarter.
  • Schnieders Capital Management sold 5,150 Hawaiian Electric Industries shares in Q2 2019, an estimated $210K.
  • Schnieders Capital Management first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 1 quarter.
  • Schnieders Capital Management's Hawaiian Electric Industries position peaked at $210K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2019.

Based on Schnieders Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.