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Winch Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-1,500
Closed -$54K – 312
2017
Q4 		$54K Buy
+1,500
New +$54.3K 0.03% 97

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's HE Position: Q1 2018 in Review

Winch Advisory Services sold out of Hawaiian Electric Industries (HE) in Q1 2018, closing a stake of 1,500 shares — an estimated $54K sold.

Winch Advisory Services first reported a position in HE in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 282 funds tracked by Wall St. Rank hold HE as of Q1 2018.

  • Winch Advisory Services reported no remaining Hawaiian Electric Industries position as of Q1 2018 after selling out during the quarter.
  • Winch Advisory Services sold 1,500 Hawaiian Electric Industries shares in Q1 2018, an estimated $54K.
  • Winch Advisory Services first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 1 quarter.
  • Winch Advisory Services's Hawaiian Electric Industries position peaked at $54K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2018.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.