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Delpha Capital Management’s Helen of Troy HELE Stock Holding History

Delpha Capital 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
2018
Q1 		– Sell
-128
Closed -$12K – 587
2017
Q4 		$12K Buy
+128
New +$11.8K 0.01% 996

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Delpha Capital Management's HELE Position: Q1 2018 in Review

Delpha Capital Management sold out of Helen of Troy (HELE) in Q1 2018, closing a stake of 128 shares — an estimated $12K sold.

Delpha Capital Management first reported a position in HELE in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 231 funds tracked by Wall St. Rank hold HELE as of Q1 2018.

  • Delpha Capital Management reported no remaining Helen of Troy position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 128 Helen of Troy shares in Q1 2018, an estimated $12K.
  • Delpha Capital Management first reported a position in Helen of Troy in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Helen of Troy position peaked at $12K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.