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Wealthfront’s Hawaiian Electric Industries HE Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-541
Closed -$16K – 601
2015
Q3 		$16K Buy
541
+107
+25% +$3.14K ﹤0.01% 811
2015
Q2 		$13K Buy
434
+238
+121% +$7.4K ﹤0.01% 758
2015
Q1 		$6K Buy
196
+194
+9,700% +$6.47K ﹤0.01% 744
2014
Q4 		$0 Buy
+2
New +$58 ﹤0.01% 800

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Wealthfront's HE Position: Q4 2015 in Review

Wealthfront sold out of Hawaiian Electric Industries (HE) in Q4 2015, closing a stake of 541 shares — an estimated $16K sold.

Wealthfront first reported a position in HE in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 207 funds tracked by Wall St. Rank hold HE as of Q4 2015.

  • Wealthfront reported no remaining Hawaiian Electric Industries position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 541 Hawaiian Electric Industries shares in Q4 2015, an estimated $16K.
  • Wealthfront first reported a position in Hawaiian Electric Industries in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Hawaiian Electric Industries position peaked at $16K in Q3 2015.
  • 207 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.