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Ground Swell Capital’s Helen of Troy HELE Stock Holding History

Ground Swell Capital’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
Q3 		$9K Buy
179
+25
+16% +$1.4K 0.02% 1097
2014
Q2 		$9K Buy
+154
New +$9.58K 0.02% 777

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's HELE Position: Q3 2014 in Review

Ground Swell Capital increased its Helen of Troy (HELE) stake by 16% in Q3 2014, buying an estimated $1.4K and bringing the position to 179 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #1097.

Ground Swell Capital first reported a position in HELE in Q2 2014 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold HELE as of Q3 2014.

  • Ground Swell Capital held 179 shares of Helen of Troy worth $9K as of Q3 2014.
  • Ground Swell Capital bought 25 Helen of Troy shares in Q3 2014, an estimated $1.4K.
  • Helen of Troy made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1097 holding.
  • Ground Swell Capital first reported a position in Helen of Troy in Q2 2014 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.