CMBA
HELE icon

C.M. Bidwell & Associates’s Helen of Troy HELE Stock Holding History

C.M. Bidwell & Associates’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
-555
Closed -$73K – 431
2018
Q4 		$73K Buy
+555
New +$72.8K 0.08% 213
2014
Q2 		– Sell
-5,130
Closed -$355K – 258
2014
Q1 		$355K Buy
+5,130
New +$312K 0.09% 99

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

C.M. Bidwell & Associates's HELE Position: Q1 2019 in Review

C.M. Bidwell & Associates sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 555 shares — an estimated $73K sold.

C.M. Bidwell & Associates first reported a position in HELE in Q1 2014 and held it in 2 quarters. The position peaked at $355K in Q1 2014. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • C.M. Bidwell & Associates reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 555 Helen of Troy shares in Q1 2019, an estimated $73K.
  • C.M. Bidwell & Associates first reported a position in Helen of Troy in Q1 2014 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Helen of Troy position peaked at $355K in Q1 2014.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2019, filed 15 May 2019.