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AHL Partners’s Helios Technologies HLIO Stock Holding History

AHL Partners’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
2016
Q4 		– Sell
-7,953
Closed -$257K – 1098
2016
Q3 		$257K Buy
+7,953
New +$240K 0.01% 1007

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AHL Partners's HLIO Position: Q4 2016 in Review

AHL Partners sold out of Helios Technologies (HLIO) in Q4 2016, closing a stake of 7,953 shares — an estimated $257K sold.

AHL Partners first reported a position in HLIO in Q3 2016 and held it in 1 quarter. The position peaked at $257K in Q3 2016. 109 funds tracked by Wall St. Rank hold HLIO as of Q4 2016.

  • AHL Partners reported no remaining Helios Technologies position as of Q4 2016 after selling out during the quarter.
  • AHL Partners sold 7,953 Helios Technologies shares in Q4 2016, an estimated $257K.
  • AHL Partners first reported a position in Helios Technologies in Q3 2016 and held it in 1 quarter.
  • AHL Partners's Helios Technologies position peaked at $257K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2016.

Based on AHL Partners's 13F filing for Q4 2016, filed 14 Feb 2017.