SPIA
HA

Steward Partners Investment Advisory’s Hawaiian Holdings, Inc. HA Stock Holding History

Steward Partners Investment Advisory’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-208
Closed -$5K – 2771
2019
Q3 		$5K Hold
208
– – ﹤0.01% 2268
2019
Q2 		$5K Buy
+208
New +$5.65K ﹤0.01% 2247
2018
Q1 		– Sell
-75
Closed -$2K – 2358
2017
Q4 		$2K Hold
75
– – ﹤0.01% 1735
2017
Q3 		$2K Hold
75
– – ﹤0.01% 1538
2017
Q2 		$3K Hold
75
– – ﹤0.01% 1368
2017
Q1 		$3K Buy
+75
New +$3.84K ﹤0.01% 1266

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's HA Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Hawaiian Holdings, Inc. (HA) in Q4 2019, closing a stake of 208 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in HA in Q1 2017 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 206 funds tracked by Wall St. Rank hold HA as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Hawaiian Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 208 Hawaiian Holdings, Inc. shares in Q4 2019, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in Hawaiian Holdings, Inc. in Q1 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Hawaiian Holdings, Inc. position peaked at $5K in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.