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FolioMetrix’s Helen of Troy HELE Stock Holding History

FolioMetrix’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
2015
Q2 		$333K Buy
+3,500
New +$308K 0.14% 140

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FolioMetrix's HELE Position: Q2 2015 in Review

FolioMetrix opened a new position in Helen of Troy (HELE) in Q2 2015: 3,500 shares worth $333K. The stake represents 0.14% of the portfolio and ranks #140 among its holdings.

219 funds tracked by Wall St. Rank hold HELE as of Q2 2015.

  • FolioMetrix held 3,500 shares of Helen of Troy worth $333K as of Q2 2015.
  • Helen of Troy was a new FolioMetrix position in Q2 2015.
  • Helen of Troy made up 0.14% of FolioMetrix's portfolio in Q2 2015, its #140 holding.
  • 219 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.