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Cornerstone Advisors (Washington)’s Helix Energy Solutions HLX Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,947
Closed -$17K – 1077
2019
Q2 		$17K Hold
1,947
– – ﹤0.01% 672
2019
Q1 		$15K Hold
1,947
– – ﹤0.01% 647
2018
Q4 		$11K Buy
+1,947
New +$15.9K ﹤0.01% 622

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s HLX Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Helix Energy Solutions (HLX) in Q3 2019, closing a stake of 1,947 shares — an estimated $17K sold.

Cornerstone Advisors (Washington) first reported a position in HLX in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 197 funds tracked by Wall St. Rank hold HLX as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Helix Energy Solutions position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 1,947 Helix Energy Solutions shares in Q3 2019, an estimated $17K.
  • Cornerstone Advisors (Washington) first reported a position in Helix Energy Solutions in Q4 2018 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s Helix Energy Solutions position peaked at $17K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.