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Carillon Tower Advisers’s Helen of Troy HELE Stock Holding History

Carillon Tower Advisers’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
2018
Q1 		– Sell
-5,548
Closed -$534 – 463
2017
Q4 		$534 Buy
+5,548
New +$511K 0.01% 279

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Carillon Tower Advisers's HELE Position: Q1 2018 in Review

Carillon Tower Advisers sold out of Helen of Troy (HELE) in Q1 2018, closing a stake of 5,548 shares — an estimated $534 sold.

Carillon Tower Advisers first reported a position in HELE in Q4 2017 and held it in 1 quarter. The position peaked at $534 in Q4 2017. 231 funds tracked by Wall St. Rank hold HELE as of Q1 2018.

  • Carillon Tower Advisers reported no remaining Helen of Troy position as of Q1 2018 after selling out during the quarter.
  • Carillon Tower Advisers sold 5,548 Helen of Troy shares in Q1 2018, an estimated $534.
  • Carillon Tower Advisers first reported a position in Helen of Troy in Q4 2017 and held it in 1 quarter.
  • Carillon Tower Advisers's Helen of Troy position peaked at $534 in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2018.

Based on Carillon Tower Advisers's 13F filing for Q1 2018, filed 14 May 2018.