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Gary Goldberg Planning Services’s Helen of Troy HELE Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-1
Closed – – 426
2014
Q1 		$0 Buy
+1
New +$61 ﹤0.01% 416

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's HELE Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Helen of Troy (HELE) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in HELE in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 183 funds tracked by Wall St. Rank hold HELE as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Helen of Troy position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 Helen of Troy share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Helen of Troy in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Helen of Troy position peaked at $0 in Q1 2014.
  • 183 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.