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Telemus Capital’s Hawaiian Electric Industries HE Stock Holding History

Telemus Capital’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
2018
Q1 		– Sell
-115
Closed -$4K – 468
2017
Q4 		$4K Buy
+115
New +$4.16K ﹤0.01% 559

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Telemus Capital's HE Position: Q1 2018 in Review

Telemus Capital sold out of Hawaiian Electric Industries (HE) in Q1 2018, closing a stake of 115 shares — an estimated $4K sold.

Telemus Capital first reported a position in HE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 282 funds tracked by Wall St. Rank hold HE as of Q1 2018.

  • Telemus Capital reported no remaining Hawaiian Electric Industries position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 115 Hawaiian Electric Industries shares in Q1 2018, an estimated $4K.
  • Telemus Capital first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Hawaiian Electric Industries position peaked at $4K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.