First Personal Financial Services’s Helix Energy Solutions HLX Stock Holding History

First Personal Financial Services’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-264	Closed	-$2K	–	631
2019 Q2	$2K	Hold	264	–	–	﹤0.01%	665
2019 Q1	$2K	Hold	264	–	–	﹤0.01%	654
2018 Q4	$1K	Buy	+264	New	+$2.15K	﹤0.01%	638
2018 Q1	–	Sell	-2,156	Closed	-$16K	–	1047
2017 Q4	$16K	Hold	2,156	–	–	﹤0.01%	690
2017 Q3	$16K	Hold	2,156	–	–	﹤0.01%	622
2017 Q2	$12K	Hold	2,156	–	–	﹤0.01%	677
2017 Q1	$17K	Hold	2,156	–	–	﹤0.01%	590
2016 Q4	$19K	Buy	+2,156	New	+$20.8K	0.01%	557

Other funds holding HLX

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Personal Financial Services's HLX Position: Q3 2019 in Review

First Personal Financial Services sold out of Helix Energy Solutions (HLX) in Q3 2019, closing a stake of 264 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in HLX in Q4 2016 and held it in 8 quarters. The position peaked at $19K in Q4 2016. 197 funds tracked by Wall St. Rank hold HLX as of Q3 2019.

First Personal Financial Services reported no remaining Helix Energy Solutions position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 264 Helix Energy Solutions shares in Q3 2019, an estimated $2K.
First Personal Financial Services first reported a position in Helix Energy Solutions in Q4 2016 and held it in 8 quarters.
First Personal Financial Services's Helix Energy Solutions position peaked at $19K in Q4 2016.
197 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.