Apriem Advisors’s Helix Energy Solutions HLX Stock Holding History

Apriem Advisors’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$9K	–	691
2016 Q4	$9K	Hold	1,000	–	–	﹤0.01%	448
2016 Q3	$8K	Hold	1,000	–	–	﹤0.01%	425
2016 Q2	$7K	Hold	1,000	–	–	﹤0.01%	442
2016 Q1	$6K	Hold	1,000	–	–	﹤0.01%	418
2015 Q4	$5K	Hold	1,000	–	–	﹤0.01%	432
2015 Q3	$5K	Hold	1,000	–	–	﹤0.01%	409
2015 Q2	$13K	Hold	1,000	–	–	﹤0.01%	384
2015 Q1	$15K	Hold	1,000	–	–	0.01%	363
2014 Q4	$22K	Buy	+1,000	New	+$23.8K	0.01%	284

Other funds holding HLX

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Apriem Advisors's HLX Position: Q1 2017 in Review

Apriem Advisors sold out of Helix Energy Solutions (HLX) in Q1 2017, closing a stake of 1,000 shares — an estimated $9K sold.

Apriem Advisors first reported a position in HLX in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q4 2014. 206 funds tracked by Wall St. Rank hold HLX as of Q1 2017.

Apriem Advisors reported no remaining Helix Energy Solutions position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 1,000 Helix Energy Solutions shares in Q1 2017, an estimated $9K.
Apriem Advisors first reported a position in Helix Energy Solutions in Q4 2014 and held it in 9 quarters.
Apriem Advisors's Helix Energy Solutions position peaked at $22K in Q4 2014.
206 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.