Edge Advisors’s Helen of Troy HELE Stock Holding History

Edge Advisors’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 Q2	$11K	Hold	114	–	–	﹤0.01%	692
2018 Q1	$9K	Hold	114	–	–	﹤0.01%	718
2017 Q4	$10K	Hold	114	–	–	﹤0.01%	740
2017 Q3	$11K	Hold	114	–	–	﹤0.01%	722
2017 Q2	$10K	Hold	114	–	–	﹤0.01%	739
2017 Q1	$10K	Buy	+114	New	+$10.8K	﹤0.01%	756

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

CIP

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Edge Advisors's HELE Position: Q2 2018 in Review

Edge Advisors held its Helen of Troy (HELE) position steady in Q2 2018 at 114 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Edge Advisors first reported a position in HELE in Q1 2017 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold HELE as of Q2 2018.

Edge Advisors held 114 shares of Helen of Troy worth $11K as of Q2 2018.
Edge Advisors left its Helen of Troy share count unchanged in Q2 2018.
Helen of Troy made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #692 holding.
Edge Advisors first reported a position in Helen of Troy in Q1 2017 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.