Clinton Group’s Helen of Troy HELE Stock Holding History

Clinton 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
2017 Q2	–	Sell	-3,483	Closed	-$328K	–	698
2017 Q1	$328K	Buy	3,483 +580	+20%	+$54.7K	0.02%	745
2016 Q4	$245K	Buy	+2,903	New	+$243K	0.01%	735
2016 Q2	–	Sell	-6,906	Closed	-$716K	–	942
2016 Q1	$716K	Sell	6,906 -30,164	-81%	-$2.82M	0.04%	513
2015 Q4	$3.49M	Buy	+37,070	New	+$3.71M	0.28%	97

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Clinton Group's HELE Position: Q2 2017 in Review

Clinton Group sold out of Helen of Troy (HELE) in Q2 2017, closing a stake of 3,483 shares — an estimated $328K sold.

Clinton Group first reported a position in HELE in Q4 2015 and held it in 4 quarters. The position peaked at $3.49M in Q4 2015. 225 funds tracked by Wall St. Rank hold HELE as of Q2 2017.

Clinton Group reported no remaining Helen of Troy position as of Q2 2017 after selling out during the quarter.
Clinton Group sold 3,483 Helen of Troy shares in Q2 2017, an estimated $328K.
Clinton Group first reported a position in Helen of Troy in Q4 2015 and held it in 4 quarters.
Clinton Group's Helen of Troy position peaked at $3.49M in Q4 2015.
225 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.