ACS
HLX icon

Archford Capital Strategies’s Helix Energy Solutions HLX Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-174
Closed -$4.58K – 761
2014
Q2 		$4.58K Sell
174
-150
-46% -$3.57K ﹤0.01% 524
2014
Q1 		$7.45K Buy
+324
New +$7.21K 0.01% 478

Other funds holding HLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archford Capital Strategies's HLX Position: Q3 2014 in Review

Archford Capital Strategies sold out of Helix Energy Solutions (HLX) in Q3 2014, closing a stake of 174 shares — an estimated $4.58K sold.

Archford Capital Strategies first reported a position in HLX in Q1 2014 and held it in 2 quarters. The position peaked at $7.45K in Q1 2014. 234 funds tracked by Wall St. Rank hold HLX as of Q3 2014.

  • Archford Capital Strategies reported no remaining Helix Energy Solutions position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 174 Helix Energy Solutions shares in Q3 2014, an estimated $4.58K.
  • Archford Capital Strategies first reported a position in Helix Energy Solutions in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Helix Energy Solutions position peaked at $7.45K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.