WA
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WealthTrust-Arizona’s Hawaiian Electric Industries HE Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$4K Hold
107
– – ﹤0.01% 497
2018
Q3 		$4K Buy
107
+1
+0.9% +$35 ﹤0.01% 527
2018
Q2 		$4K Buy
106
+1
+1% +$34 ﹤0.01% 521
2018
Q1 		$4K Buy
105
+1
+1% +$34 ﹤0.01% 509
2017
Q4 		$4K Buy
104
+1
+1% +$36 ﹤0.01% 515
2017
Q3 		$3K Buy
103
+1
+1% +$33 ﹤0.01% 552
2017
Q2 		$3K Buy
102
+1
+1% +$33 ﹤0.01% 532
2017
Q1 		$3K Buy
101
+1
+1% +$33 ﹤0.01% 518
2016
Q4 		$3K Hold
100
– – ﹤0.01% 512
2016
Q3 		$3K Buy
+100
New +$3.07K ﹤0.01% 524

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return