TCM
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Twin Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Twin 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
2020
Q2 		– Sell
-54,705
Closed -$2.35M – 270
2020
Q1 		$2.35M Sell
54,705
-1,350
-2% -$62.4K 0.26% 123
2019
Q4 		$2.63M Sell
56,055
-33,660
-38% -$1.51M 0.22% 141
2019
Q3 		$4.09M Sell
89,715
-15,975
-15% -$710K 0.3% 117
2019
Q2 		$4.6M Sell
105,690
-12,370
-10% -$518K 0.32% 113
2019
Q1 		$4.81M Buy
118,060
+460
+0.4% +$17.5K 0.24% 127
2018
Q4 		$4.31M Sell
117,600
-90
-0.1% -$3.34K 0.24% 126
2018
Q3 		$4.19M Buy
117,690
+12,650
+12% +$445K 0.19% 142
2018
Q2 		$3.6M Buy
+105,040
New +$3.57M 0.18% 156

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VH
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State Street
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Acadian Asset Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return