EA
HELE icon

Emerald Acquisition’s Helen of Troy HELE Stock Holding History

Emerald Acquisition’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
2016
Q3 		$1.73M Sell
20,109
-17,514
-47% -$1.64M ﹤0.01% 1830
2016
Q2 		$3.87M Buy
+37,623
New +$3.8M 0.01% 1487

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Emerald Acquisition's HELE Position: Q3 2016 in Review

Emerald Acquisition reduced its Helen of Troy (HELE) stake by 47% in Q3 2016, selling an estimated $1.64M and leaving 20,109 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Emerald Acquisition first reported a position in HELE in Q2 2016 and has held it in 2 quarters since. The position peaked at $3.87M in Q2 2016. 234 funds tracked by Wall St. Rank hold HELE as of Q3 2016.

  • Emerald Acquisition held 20,109 shares of Helen of Troy worth $1.73M as of Q3 2016.
  • Emerald Acquisition sold 17,514 Helen of Troy shares in Q3 2016, an estimated $1.64M.
  • Helen of Troy made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1830 holding.
  • Emerald Acquisition first reported a position in Helen of Troy in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Helen of Troy position peaked at $3.87M in Q2 2016.
  • 234 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.