Wealthspire Advisors (Maryland)’s Hawaiian Electric Industries HE Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-294	Closed	-$12K	–	1107
2019 Q1	$12K	Sell	294 -28	-9%	-$1.06K	﹤0.01%	1458
2018 Q4	$12K	Buy	322 +120	+59%	+$4.45K	﹤0.01%	1399
2018 Q3	$7K	Buy	202 +1	+0.5%	+$35	﹤0.01%	1659
2018 Q2	$7K	Buy	201 +32	+19%	+$1.09K	﹤0.01%	1664
2018 Q1	$6K	Sell	169 -47	-22%	-$1.59K	﹤0.01%	1733
2017 Q4	$8K	Buy	216 +8	+4%	+$290	﹤0.01%	1673
2017 Q3	$7K	Buy	208 +144	+225%	+$4.76K	﹤0.01%	1683
2017 Q2	$2K	Hold	64	–	–	﹤0.01%	1986
2017 Q1	$2K	Buy	+64	New	+$2.12K	﹤0.01%	1690

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Wealthspire Advisors (Maryland)'s HE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hawaiian Electric Industries (HE) in Q2 2019, closing a stake of 294 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in HE in Q1 2017 and held it in 9 quarters. The position peaked at $12K in Q1 2019. 322 funds tracked by Wall St. Rank hold HE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Hawaiian Electric Industries position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 294 Hawaiian Electric Industries shares in Q2 2019, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in Hawaiian Electric Industries in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Hawaiian Electric Industries position peaked at $12K in Q1 2019.
322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.