FGC
HLIO icon

Financial Gravity Companies’s Helios Technologies HLIO Stock Holding History

Financial Gravity Companies’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$3K Hold
54
– – ﹤0.01% 852
2017
Q4 		$3K Buy
+54
New +$3.15K ﹤0.01% 839

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Financial Gravity Companies's HLIO Position: Q1 2018 in Review

Financial Gravity Companies held its Helios Technologies (HLIO) position steady in Q1 2018 at 54 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Financial Gravity Companies first reported a position in HLIO in Q4 2017 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold HLIO as of Q1 2018.

  • Financial Gravity Companies held 54 shares of Helios Technologies worth $3K as of Q1 2018.
  • Financial Gravity Companies left its Helios Technologies share count unchanged in Q1 2018.
  • Helios Technologies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #852 holding.
  • Financial Gravity Companies first reported a position in Helios Technologies in Q4 2017 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.