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Stonebridge Financial Planning Group’s Hawaiian Electric Industries HE Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-300
Closed -$13K – 398
2020
Q1 		$13K Buy
+300
New +$13.9K 0.01% 283

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Stonebridge Financial Planning Group's HE Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Hawaiian Electric Industries (HE) in Q2 2020, closing a stake of 300 shares — an estimated $13K sold.

Stonebridge Financial Planning Group first reported a position in HE in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 298 funds tracked by Wall St. Rank hold HE as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Hawaiian Electric Industries position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 Hawaiian Electric Industries shares in Q2 2020, an estimated $13K.
  • Stonebridge Financial Planning Group first reported a position in Hawaiian Electric Industries in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Hawaiian Electric Industries position peaked at $13K in Q1 2020.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.