Advisors Preferred’s Helen of Troy HELE Stock Holding History

Advisors Preferred’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	-502	Closed	-$47K	–	242
2017 Q2	$47K	Buy	+502	New	+$46.7K	0.03%	143

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisors Preferred's HELE Position: Q3 2017 in Review

Advisors Preferred sold out of Helen of Troy (HELE) in Q3 2017, closing a stake of 502 shares — an estimated $47K sold.

Advisors Preferred first reported a position in HELE in Q2 2017 and held it in 1 quarter. The position peaked at $47K in Q2 2017. 212 funds tracked by Wall St. Rank hold HELE as of Q3 2017.

Advisors Preferred reported no remaining Helen of Troy position as of Q3 2017 after selling out during the quarter.
Advisors Preferred sold 502 Helen of Troy shares in Q3 2017, an estimated $47K.
Advisors Preferred first reported a position in Helen of Troy in Q2 2017 and held it in 1 quarter.
Advisors Preferred's Helen of Troy position peaked at $47K in Q2 2017.
212 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2017.

Based on Advisors Preferred's 13F filing for Q3 2017, filed 31 Oct 2017.