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Wilbanks Smith & Thomas Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-4,222
Closed -$150K – 748
2018
Q3 		$150K Buy
+4,222
New +$149K 0.01% 447

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

Wilbanks Smith & Thomas Asset Management's HE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Hawaiian Electric Industries (HE) in Q4 2018, closing a stake of 4,222 shares — an estimated $150K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HE in Q3 2018 and held it in 1 quarter. The position peaked at $150K in Q3 2018. 300 funds tracked by Wall St. Rank hold HE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hawaiian Electric Industries position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 4,222 Hawaiian Electric Industries shares in Q4 2018, an estimated $150K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hawaiian Electric Industries position peaked at $150K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.