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Avantax Planning Partners’s Helen of Troy HELE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-12
Closed -$2K – 666
2018
Q3 		$2K Buy
+12
New +$1.41K ﹤0.01% 1337
2018
Q2 		– Sell
-12
Closed -$1K – 746
2018
Q1 		$1K Buy
+12
New +$1.09K ﹤0.01% 1710

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Avantax Planning Partners's HELE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 12 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in HELE in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 12 Helen of Troy shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Helen of Troy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Helen of Troy position peaked at $2K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.