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Financial Architects (New Jersey)’s Helen of Troy HELE Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-200
Closed -$21K – 1470
2016
Q2 		$21K Hold
200
– – 0.01% 772
2016
Q1 		$21K Buy
+200
New +$18.7K 0.01% 575

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

Financial Architects (New Jersey)'s HELE Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of Helen of Troy (HELE) in Q3 2016, closing a stake of 200 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in HELE in Q1 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 234 funds tracked by Wall St. Rank hold HELE as of Q3 2016.

  • Financial Architects (New Jersey) reported no remaining Helen of Troy position as of Q3 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Helen of Troy shares in Q3 2016, an estimated $21K.
  • Financial Architects (New Jersey) first reported a position in Helen of Troy in Q1 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Helen of Troy position peaked at $21K in Q2 2016.
  • 234 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.