Tarbox Family Office’s Hawaiian Electric Industries HE Stock Holding History

Tarbox Family Office’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
2021 Q1	–	Sell	-47	Closed	-$2K	–	1159
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	831
2020 Q3	$2K	Hold	47	–	–	﹤0.01%	776
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	765
2020 Q1	$2K	Hold	47	–	–	﹤0.01%	646
2019 Q4	$2K	Hold	47	–	–	﹤0.01%	800
2019 Q3	$2K	Hold	47	–	–	﹤0.01%	733
2019 Q2	$2K	Buy	+47	New	+$1.97K	﹤0.01%	738
2014 Q3	–	Sell	-37	Closed	–	–	560
2014 Q2	$0	Hold	37	–	–	﹤0.01%	489
2014 Q1	$0	Buy	37 +7	+23%	+$179	﹤0.01%	512
2013 Q4	$1K	Buy	+30	New	+$776	﹤0.01%	509

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

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

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

Tarbox Family Office's HE Position: Q1 2021 in Review

Tarbox Family Office sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 47 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in HE in Q4 2013 and held it in 10 quarters. The position peaked at $2K in Q4 2020. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

Tarbox Family Office reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
Tarbox Family Office sold 47 Hawaiian Electric Industries shares in Q1 2021, an estimated $2K.
Tarbox Family Office first reported a position in Hawaiian Electric Industries in Q4 2013 and held it in 10 quarters.
Tarbox Family Office's Hawaiian Electric Industries position peaked at $2K in Q4 2020.
312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

Based on Tarbox Family Office's 13F filing for Q1 2021, filed 27 Apr 2021.