ZCM
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Zebra Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Zebra 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
2017
Q2 		– Sell
-21,045
Closed -$701K – 281
2017
Q1 		$701K Sell
21,045
-10,249
-33% -$340K 0.22% 188
2016
Q4 		$1.03M Buy
+31,294
New +$954K 0.31% 158
2014
Q4 		– Sell
-57,784
Closed -$1.53M – 249
2014
Q3 		$1.53M Buy
57,784
+1,485
+3% +$36.9K 0.61% 35
2014
Q2 		$1.43M Buy
56,299
+38,432
+215% +$936K 0.55% 58
2014
Q1 		$454K Buy
+17,867
New +$457K 0.19% 193

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State Street
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Bank of New York Mellon
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Wells Fargo
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GF
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return