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Winton Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Winton Capital 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
2013
Q4 		– Sell
-10,496
Closed -$263K – 675
2013
Q3 		$263K Sell
10,496
-5,155
-33% -$133K ﹤0.01% 651
2013
Q2 		$396K Buy
+15,651
New +$417K ﹤0.01% 637

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Winton Capital Management's HE Position: Q4 2013 in Review

Winton Capital Management sold out of Hawaiian Electric Industries (HE) in Q4 2013, closing a stake of 10,496 shares — an estimated $263K sold.

Winton Capital Management first reported a position in HE in Q2 2013 and held it in 2 quarters. The position peaked at $396K in Q2 2013. 213 funds tracked by Wall St. Rank hold HE as of Q4 2013.

  • Winton Capital Management reported no remaining Hawaiian Electric Industries position as of Q4 2013 after selling out during the quarter.
  • Winton Capital Management sold 10,496 Hawaiian Electric Industries shares in Q4 2013, an estimated $263K.
  • Winton Capital Management first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 2 quarters.
  • Winton Capital Management's Hawaiian Electric Industries position peaked at $396K in Q2 2013.
  • 213 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2013.

Based on Winton Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.