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Abacus FCF Advisors’s Helen of Troy HELE Stock Holding History

Abacus FCF Advisors’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$290K Buy
2,993
+438
+17% +$42.1K 0.91% 82
2017
Q2 		$240K Buy
+2,555
New +$238K 0.93% 72

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abacus FCF Advisors's HELE Position: Q3 2017 in Review

Abacus FCF Advisors increased its Helen of Troy (HELE) stake by 17% in Q3 2017, buying an estimated $42.1K and bringing the position to 2,993 shares worth $290K. The position accounts for 0.91% of the portfolio, ranked #82.

Abacus FCF Advisors first reported a position in HELE in Q2 2017 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold HELE as of Q3 2017.

  • Abacus FCF Advisors held 2,993 shares of Helen of Troy worth $290K as of Q3 2017.
  • Abacus FCF Advisors bought 438 Helen of Troy shares in Q3 2017, an estimated $42.1K.
  • Helen of Troy made up 0.91% of Abacus FCF Advisors's portfolio in Q3 2017, its #82 holding.
  • Abacus FCF Advisors first reported a position in Helen of Troy in Q2 2017 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2017.

Based on Abacus FCF Advisors's 13F filing for Q3 2017, filed 1 Dec 2017.