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Chicago Partners Investment Group’s Helen of Troy HELE Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-1,720
Closed -$213K – 579
2018
Q3 		$213K Hold
1,720
– – 0.03% 287
2018
Q2 		$169K Hold
1,720
– – 0.03% 305
2018
Q1 		$150K Buy
1,720
+1,080
+169% +$98.3K 0.03% 293
2017
Q4 		$62K Hold
640
– – 0.01% 423
2017
Q3 		$62K Hold
640
– – 0.01% 404
2017
Q2 		$60K Buy
+640
New +$59.6K 0.02% 354

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Chicago Partners Investment Group's HELE Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 1,720 shares — an estimated $213K sold.

Chicago Partners Investment Group first reported a position in HELE in Q2 2017 and held it in 6 quarters. The position peaked at $213K in Q3 2018. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,720 Helen of Troy shares in Q4 2018, an estimated $213K.
  • Chicago Partners Investment Group first reported a position in Helen of Troy in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Helen of Troy position peaked at $213K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.