Centerpoint Advisors’s Helen of Troy HELE Stock Holding History

Centerpoint 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
2018 Q3	–	Sell	-19	Closed	-$2K	–	295
2018 Q2	$2K	Buy	+19	New	+$1.73K	﹤0.01%	303

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Centerpoint Advisors's HELE Position: Q3 2018 in Review

Centerpoint Advisors sold out of Helen of Troy (HELE) in Q3 2018, closing a stake of 19 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in HELE in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 262 funds tracked by Wall St. Rank hold HELE as of Q3 2018.

Centerpoint Advisors reported no remaining Helen of Troy position as of Q3 2018 after selling out during the quarter.
Centerpoint Advisors sold 19 Helen of Troy shares in Q3 2018, an estimated $2K.
Centerpoint Advisors first reported a position in Helen of Troy in Q2 2018 and held it in 1 quarter.
Centerpoint Advisors's Helen of Troy position peaked at $2K in Q2 2018.
262 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.