AIM
HLIO icon

Advantage Investment Management’s Helios Technologies HLIO Stock Holding History

Advantage Investment Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-74
Closed -$2K – 958
2018
Q4 		$2K Buy
+74
New +$3.13K ﹤0.01% 900

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Advantage Investment Management's HLIO Position: Q1 2019 in Review

Advantage Investment Management sold out of Helios Technologies (HLIO) in Q1 2019, closing a stake of 74 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in HLIO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 113 funds tracked by Wall St. Rank hold HLIO as of Q1 2019.

  • Advantage Investment Management reported no remaining Helios Technologies position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 74 Helios Technologies shares in Q1 2019, an estimated $2K.
  • Advantage Investment Management first reported a position in Helios Technologies in Q4 2018 and held it in 1 quarter.
  • Advantage Investment Management's Helios Technologies position peaked at $2K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.