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Investors Capital Advisory Services’s Helen of Troy HELE Stock Holding History

Investors Capital Advisory 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
2016
Q2 		– Sell
-2,241
Closed -$232K – 724
2016
Q1 		$232K Hold
2,241
– – 0.05% 514
2015
Q4 		$211K Hold
2,241
– – 0.04% 562
2015
Q3 		$200K Buy
+2,241
New +$201K 0.04% 585

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investors Capital Advisory Services's HELE Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of Helen of Troy (HELE) in Q2 2016, closing a stake of 2,241 shares — an estimated $232K sold.

Investors Capital Advisory Services first reported a position in HELE in Q3 2015 and held it in 3 quarters. The position peaked at $232K in Q1 2016. 234 funds tracked by Wall St. Rank hold HELE as of Q2 2016.

  • Investors Capital Advisory Services reported no remaining Helen of Troy position as of Q2 2016 after selling out during the quarter.
  • Investors Capital Advisory Services sold 2,241 Helen of Troy shares in Q2 2016, an estimated $232K.
  • Investors Capital Advisory Services first reported a position in Helen of Troy in Q3 2015 and held it in 3 quarters.
  • Investors Capital Advisory Services's Helen of Troy position peaked at $232K in Q1 2016.
  • 234 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.