United Capital Financial Advisors
HE icon

United Capital Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

United Capital Financial Advisors’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
2019
Q1 		– Sell
-6,509
Closed -$238K – 1371
2018
Q4 		$238K Buy
+6,509
New +$241K ﹤0.01% 1146

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Capital Financial Advisors's HE Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2019, closing a stake of 6,509 shares — an estimated $238K sold.

United Capital Financial Advisors first reported a position in HE in Q4 2018 and held it in 1 quarter. The position peaked at $238K in Q4 2018. 316 funds tracked by Wall St. Rank hold HE as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,509 Hawaiian Electric Industries shares in Q1 2019, an estimated $238K.
  • United Capital Financial Advisors first reported a position in Hawaiian Electric Industries in Q4 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Hawaiian Electric Industries position peaked at $238K in Q4 2018.
  • 316 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.