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Simon Quick Advisors’s Hawaiian Electric Industries HE Stock Holding History

Simon Quick 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
2020
Q4 		– Sell
-207
Closed -$7K – 483
2020
Q3 		$7K Buy
+207
New +$7.26K ﹤0.01% 347

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simon Quick Advisors's HE Position: Q4 2020 in Review

Simon Quick Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 207 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in HE in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

  • Simon Quick Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 207 Hawaiian Electric Industries shares in Q4 2020, an estimated $7K.
  • Simon Quick Advisors first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Hawaiian Electric Industries position peaked at $7K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.