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

Stux 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
2014
Q2 		$2M Buy
78,900
+6,500
+9% +$158K 0.26% 122
2014
Q1 		$1.84M Buy
+72,400
New +$1.85M 0.23% 138

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Stux Capital Management's HE Position: Q2 2014 in Review

Stux Capital Management increased its Hawaiian Electric Industries (HE) stake by 9% in Q2 2014, buying an estimated $158K and bringing the position to 78,900 shares worth $2M. The position accounts for 0.26% of the portfolio, ranked #122.

Stux Capital Management first reported a position in HE in Q1 2014 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold HE as of Q2 2014.

  • Stux Capital Management held 78,900 shares of Hawaiian Electric Industries worth $2M as of Q2 2014.
  • Stux Capital Management bought 6,500 Hawaiian Electric Industries shares in Q2 2014, an estimated $158K.
  • Hawaiian Electric Industries made up 0.26% of Stux Capital Management's portfolio in Q2 2014, its #122 holding.
  • Stux Capital Management first reported a position in Hawaiian Electric Industries in Q1 2014 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.