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Bellwether Investment Group’s Helen of Troy HELE Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-163
Closed -$15K – 295
2017
Q1 		$15K Sell
163
-73
-31% -$6.89K 0.04% 384
2016
Q4 		$20K Buy
+236
New +$19.7K 0.02% 458

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bellwether Investment Group's HELE Position: Q2 2017 in Review

Bellwether Investment Group sold out of Helen of Troy (HELE) in Q2 2017, closing a stake of 163 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in HELE in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 225 funds tracked by Wall St. Rank hold HELE as of Q2 2017.

  • Bellwether Investment Group reported no remaining Helen of Troy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 163 Helen of Troy shares in Q2 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in Helen of Troy in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Helen of Troy position peaked at $20K in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.