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Benjamin F. Edwards & Company’s Helen of Troy HELE Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q1 		– Sell
-1,963
Closed -$258K – 1735
2018
Q4 		$258K Buy
1,963
+1,441
+276% +$189K 0.03% 429
2018
Q3 		$68K Buy
522
+155
+42% +$18.3K 0.01% 776
2018
Q2 		$36K Buy
+367
New +$33.5K ﹤0.01% 937
2016
Q1 		– Sell
-1
Closed – – 1139
2015
Q4 		$0 Buy
+1
New +$100 ﹤0.01% 1189

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's HELE Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 1,963 shares — an estimated $258K sold.

Benjamin F. Edwards & Company first reported a position in HELE in Q4 2015 and held it in 4 quarters. The position peaked at $258K in Q4 2018. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,963 Helen of Troy shares in Q1 2019, an estimated $258K.
  • Benjamin F. Edwards & Company first reported a position in Helen of Troy in Q4 2015 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Helen of Troy position peaked at $258K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.