Cresset Asset Management’s Helen of Troy HELE Stock Holding History

Cresset Asset Management’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
2019 Q2	–	Sell	-88	Closed	-$10K	–	973
2019 Q1	$10K	Buy	88 +56	+175%	+$6.46K	﹤0.01%	1172
2018 Q4	$4K	Buy	+32	New	+$4.2K	﹤0.01%	1088

Other funds holding HELE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Cresset Asset Management's HELE Position: Q2 2019 in Review

Cresset Asset Management sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 88 shares — an estimated $10K sold.

Cresset Asset Management first reported a position in HELE in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

Cresset Asset Management reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 88 Helen of Troy shares in Q2 2019, an estimated $10K.
Cresset Asset Management first reported a position in Helen of Troy in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's Helen of Troy position peaked at $10K in Q1 2019.
263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.