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IBEX Wealth Advisors’s Helios Technologies HLIO Stock Holding History

IBEX Wealth Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-101
Closed -$4K – 196
2016
Q4 		$4K Buy
+101
New +$3.62K ﹤0.01% 391

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

IBEX Wealth Advisors's HLIO Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Helios Technologies (HLIO) in Q1 2017, closing a stake of 101 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in HLIO in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 102 funds tracked by Wall St. Rank hold HLIO as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Helios Technologies position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 101 Helios Technologies shares in Q1 2017, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in Helios Technologies in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Helios Technologies position peaked at $4K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.