First Personal Financial Services’s Helen of Troy HELE Stock Holding History

First Personal Financial Services’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	–	Sell	-109	Closed	-$9K	–	777
2018 Q1	$9K	Buy	109 +57	+110%	+$5.19K	﹤0.01%	806
2017 Q4	$5K	Sell	52 -102	-66%	-$9.39K	﹤0.01%	894
2017 Q3	$15K	Buy	154 +2	+1%	+$192	﹤0.01%	635
2017 Q2	$14K	Buy	152 +25	+20%	+$2.33K	﹤0.01%	645
2017 Q1	$12K	Buy	+127	New	+$12K	﹤0.01%	675

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

First Personal Financial Services's HELE Position: Q2 2018 in Review

First Personal Financial Services sold out of Helen of Troy (HELE) in Q2 2018, closing a stake of 109 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in HELE in Q1 2017 and held it in 5 quarters. The position peaked at $15K in Q3 2017. 250 funds tracked by Wall St. Rank hold HELE as of Q2 2018.

First Personal Financial Services reported no remaining Helen of Troy position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 109 Helen of Troy shares in Q2 2018, an estimated $9K.
First Personal Financial Services first reported a position in Helen of Troy in Q1 2017 and held it in 5 quarters.
First Personal Financial Services's Helen of Troy position peaked at $15K in Q3 2017.
250 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.