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

Tradewinds 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
2022 Q2	–	Sell	-1,600	Closed	-$68K	–	576
2022 Q1	$68K	Hold	1,600	–	–	0.01%	214
2021 Q4	$66K	Hold	1,600	–	–	0.01%	223
2021 Q3	$65K	Hold	1,600	–	–	0.01%	202
2021 Q2	$68K	Hold	1,600	–	–	0.01%	196
2021 Q1	$71K	Hold	1,600	–	–	0.01%	189
2020 Q4	$57K	Hold	1,600	–	–	0.01%	202
2020 Q3	$53K	Hold	1,600	–	–	0.01%	184
2020 Q2	$58K	Hold	1,600	–	–	0.01%	176
2020 Q1	$69K	Hold	1,600	–	–	0.02%	152
2019 Q4	$75K	Hold	1,600	–	–	0.02%	166
2019 Q3	$73K	Hold	1,600	–	–	0.03%	147
2019 Q2	$70K	Hold	1,600	–	–	0.03%	142
2019 Q1	$65K	Hold	1,600	–	–	0.02%	173
2018 Q4	$59K	Hold	1,600	–	–	0.03%	171
2018 Q3	$57K	Hold	1,600	–	–	0.02%	201
2018 Q2	$55K	Hold	1,600	–	–	0.02%	201
2018 Q1	$55K	Hold	1,600	–	–	0.02%	195
2017 Q4	$58K	Hold	1,600	–	–	0.03%	189
2017 Q3	$53K	Hold	1,600	–	–	0.03%	202
2017 Q2	$52K	Hold	1,600	–	–	0.03%	199
2017 Q1	$53K	Hold	1,600	–	–	0.03%	196
2016 Q4	$53K	Hold	1,600	–	–	0.03%	194
2016 Q3	$48K	Hold	1,600	–	–	0.03%	196
2016 Q2	$52K	Hold	1,600	–	–	0.04%	193
2016 Q1	$52K	Hold	1,600	–	–	0.04%	214
2015 Q4	$46K	Hold	1,600	–	–	0.03%	221
2015 Q3	$46K	Hold	1,600	–	–	0.04%	216
2015 Q2	$48K	Hold	1,600	–	–	0.03%	233
2015 Q1	$51K	Hold	1,600	–	–	0.04%	213
2014 Q4	$54K	Hold	1,600	–	–	0.04%	207
2014 Q3	$42K	Hold	1,600	–	–	0.03%	220
2014 Q2	$41K	Hold	1,600	–	–	0.03%	230
2014 Q1	$41K	Hold	1,600	–	–	0.03%	238
2013 Q4	$42K	Buy	+1,600	New	+$41.4K	0.03%	232

Other funds holding HE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tradewinds Capital Management's HE Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Hawaiian Electric Industries (HE) in Q2 2022, closing a stake of 1,600 shares — an estimated $68K sold.

Tradewinds Capital Management first reported a position in HE in Q4 2013 and held it in 34 quarters. The position peaked at $75K in Q4 2019. 335 funds tracked by Wall St. Rank hold HE as of Q2 2022.

Tradewinds Capital Management reported no remaining Hawaiian Electric Industries position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 1,600 Hawaiian Electric Industries shares in Q2 2022, an estimated $68K.
Tradewinds Capital Management first reported a position in Hawaiian Electric Industries in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's Hawaiian Electric Industries position peaked at $75K in Q4 2019.
335 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.