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Acrospire Investment Management’s Helen of Troy HELE Stock Holding History

Acrospire Investment Management’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 		– Sell
-1,000
Closed -$94K – 632
2017
Q2 		$94K Sell
1,000
-200
-17% -$18.6K 0.09% 286
2017
Q1 		$113K Sell
1,200
-200
-14% -$18.9K 0.09% 248
2016
Q4 		$118K Buy
+1,400
New +$117K 0.05% 799

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

Acrospire Investment Management's HELE Position: Q3 2017 in Review

Acrospire Investment Management sold out of Helen of Troy (HELE) in Q3 2017, closing a stake of 1,000 shares — an estimated $94K sold.

Acrospire Investment Management first reported a position in HELE in Q4 2016 and held it in 3 quarters. The position peaked at $118K in Q4 2016. 212 funds tracked by Wall St. Rank hold HELE as of Q3 2017.

  • Acrospire Investment Management reported no remaining Helen of Troy position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,000 Helen of Troy shares in Q3 2017, an estimated $94K.
  • Acrospire Investment Management first reported a position in Helen of Troy in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Helen of Troy position peaked at $118K in Q4 2016.
  • 212 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.