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Financial Advisors Network’s Helen of Troy HELE Stock Holding History

Financial Advisors Network’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
2017
Q1 		– Sell
-13
Closed -$1.2K – 245
2016
Q4 		$1.2K Buy
+13
New +$1.09K ﹤0.01% 479

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Financial Advisors Network's HELE Position: Q1 2017 in Review

Financial Advisors Network sold out of Helen of Troy (HELE) in Q1 2017, closing a stake of 13 shares — an estimated $1.2K sold.

Financial Advisors Network first reported a position in HELE in Q4 2016 and held it in 1 quarter. The position peaked at $1.2K in Q4 2016. 209 funds tracked by Wall St. Rank hold HELE as of Q1 2017.

  • Financial Advisors Network reported no remaining Helen of Troy position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 13 Helen of Troy shares in Q1 2017, an estimated $1.2K.
  • Financial Advisors Network first reported a position in Helen of Troy in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Helen of Troy position peaked at $1.2K in Q4 2016.
  • 209 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.