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AFT Forsyth & Company’s Helios Technologies HLIO Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$33K Hold
900
– – 0.04% 199
2013
Q2 		$28K Buy
+900
New +$28.7K 0.04% 201

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
CM
CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AFT Forsyth & Company's HLIO Position: Q3 2013 in Review

AFT Forsyth & Company held its Helios Technologies (HLIO) position steady in Q3 2013 at 900 shares worth $33K. The position accounts for 0.04% of the portfolio, ranked #199.

AFT Forsyth & Company first reported a position in HLIO in Q2 2013 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold HLIO as of Q3 2013.

  • AFT Forsyth & Company held 900 shares of Helios Technologies worth $33K as of Q3 2013.
  • AFT Forsyth & Company left its Helios Technologies share count unchanged in Q3 2013.
  • Helios Technologies made up 0.04% of AFT Forsyth & Company's portfolio in Q3 2013, its #199 holding.
  • AFT Forsyth & Company first reported a position in Helios Technologies in Q2 2013 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.