WEC
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Winslow Evans & Crocker’s Hawaiian Electric Industries HE Stock Holding History

Winslow Evans & Crocker’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
-14
Closed -$2K – 1230
2019
Q1 		$2K Buy
+14
New +$532 ﹤0.01% 1162

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's HE Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Hawaiian Electric Industries (HE) in Q2 2019, closing a stake of 14 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in HE in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 322 funds tracked by Wall St. Rank hold HE as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Hawaiian Electric Industries position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 14 Hawaiian Electric Industries shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Hawaiian Electric Industries position peaked at $2K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.