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Camarda Financial Advisors’s Helen of Troy HELE Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-20
Closed -$3K – 232
2019
Q2 		$3K Hold
20
– – 0.01% 268
2019
Q1 		$2K Buy
+20
New +$2.31K ﹤0.01% 354
2017
Q3 		– Sell
-12
Closed -$1K – 221
2017
Q2 		$1K Buy
+12
New +$1.12K ﹤0.01% 226

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Camarda Financial Advisors's HELE Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Helen of Troy (HELE) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Camarda Financial Advisors first reported a position in HELE in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 252 funds tracked by Wall St. Rank hold HELE as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Helen of Troy position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 20 Helen of Troy shares in Q3 2019, an estimated $3K.
  • Camarda Financial Advisors first reported a position in Helen of Troy in Q2 2017 and held it in 3 quarters.
  • Camarda Financial Advisors's Helen of Troy position peaked at $3K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.