WAM
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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

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Acadian Asset Management
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Bank of New York Mellon
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return