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Independent Portfolio Consultants’s Helios Technologies HLIO Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-330
Closed -$12K – 811
2017
Q1 		$12K Buy
+330
New +$12.4K ﹤0.01% 728

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Independent Portfolio Consultants's HLIO Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Helios Technologies (HLIO) in Q2 2017, closing a stake of 330 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in HLIO in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 117 funds tracked by Wall St. Rank hold HLIO as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Helios Technologies position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 330 Helios Technologies shares in Q2 2017, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Helios Technologies in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's Helios Technologies position peaked at $12K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.