Symmetry Partners’s Hawaiian Electric Industries HE Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-5,697	Closed	-$205K	–	585
2020 Q2	$205K	Buy	+5,697	New	+$221K	0.03%	287
2020 Q1	–	Sell	-4,450	Closed	-$209K	–	315
2019 Q4	$209K	Hold	4,450	–	–	0.04%	315
2019 Q3	$203K	Buy	+4,450	New	+$198K	0.04%	324
2019 Q2	–	Sell	-4,450	Closed	-$181K	–	368
2019 Q1	$181K	Buy	+4,450	New	+$169K	0.03%	322

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symmetry Partners's HE Position: Q3 2020 in Review

Symmetry Partners sold out of Hawaiian Electric Industries (HE) in Q3 2020, closing a stake of 5,697 shares — an estimated $205K sold.

Symmetry Partners first reported a position in HE in Q1 2019 and held it in 4 quarters. The position peaked at $209K in Q4 2019. 312 funds tracked by Wall St. Rank hold HE as of Q3 2020.

Symmetry Partners reported no remaining Hawaiian Electric Industries position as of Q3 2020 after selling out during the quarter.
Symmetry Partners sold 5,697 Hawaiian Electric Industries shares in Q3 2020, an estimated $205K.
Symmetry Partners first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 4 quarters.
Symmetry Partners's Hawaiian Electric Industries position peaked at $209K in Q4 2019.
312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2020.

Based on Symmetry Partners's 13F filing for Q3 2020, filed 3 Nov 2020.