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Sumitomo Life Insurance’s Hawaiian Electric Industries HE Stock Holding History

Sumitomo Life Insurance’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
2017
Q2 		– Sell
-14,812
Closed -$493K – 273
2017
Q1 		$493K Sell
14,812
-916
-6% -$30.4K 0.07% 266
2016
Q4 		$520K Buy
15,728
+443
+3% +$13.5K 0.07% 256
2016
Q3 		$456K Sell
15,285
-1,920
-11% -$59K 0.07% 275
2016
Q2 		$564K Sell
17,205
-658
-4% -$21.7K 0.08% 264
2016
Q1 		$579K Sell
17,863
-494
-3% -$14.8K 0.08% 265
2015
Q4 		$531K Sell
18,357
-405
-2% -$11.7K 0.07% 277
2015
Q3 		$538K Sell
18,762
-479
-2% -$14K 0.07% 281
2015
Q2 		$572K Sell
19,241
-2,377
-11% -$73.9K 0.07% 282
2015
Q1 		$694K Buy
+21,618
New +$721K 0.08% 275

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sumitomo Life Insurance's HE Position: Q2 2017 in Review

Sumitomo Life Insurance sold out of Hawaiian Electric Industries (HE) in Q2 2017, closing a stake of 14,812 shares — an estimated $493K sold.

Sumitomo Life Insurance first reported a position in HE in Q1 2015 and held it in 9 quarters. The position peaked at $694K in Q1 2015. 246 funds tracked by Wall St. Rank hold HE as of Q2 2017.

  • Sumitomo Life Insurance reported no remaining Hawaiian Electric Industries position as of Q2 2017 after selling out during the quarter.
  • Sumitomo Life Insurance sold 14,812 Hawaiian Electric Industries shares in Q2 2017, an estimated $493K.
  • Sumitomo Life Insurance first reported a position in Hawaiian Electric Industries in Q1 2015 and held it in 9 quarters.
  • Sumitomo Life Insurance's Hawaiian Electric Industries position peaked at $694K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2017.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.