Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Helios Technologies HLIO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,061
Closed -$557K – 2028
2017
Q2 		$557K Buy
+13,061
New +$526K 0.01% 1133

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Cambridge Investment Research Advisors's HLIO Position: Q3 2017 in Review

Cambridge Investment Research Advisors sold out of Helios Technologies (HLIO) in Q3 2017, closing a stake of 13,061 shares — an estimated $557K sold.

Cambridge Investment Research Advisors first reported a position in HLIO in Q2 2017 and held it in 1 quarter. The position peaked at $557K in Q2 2017. 122 funds tracked by Wall St. Rank hold HLIO as of Q3 2017.

  • Cambridge Investment Research Advisors reported no remaining Helios Technologies position as of Q3 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,061 Helios Technologies shares in Q3 2017, an estimated $557K.
  • Cambridge Investment Research Advisors first reported a position in Helios Technologies in Q2 2017 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Helios Technologies position peaked at $557K in Q2 2017.
  • 122 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2017, filed 7 Nov 2017.