Israel Discount Bank of New York’s Helen of Troy HELE Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-150	Closed	-$17K	–	196
2019 Q1	$17K	Hold	150	–	–	0.01%	350
2018 Q4	$20K	Hold	150	–	–	0.02%	322
2018 Q3	$20K	Sell	150 -145	-49%	-$17.1K	0.01%	344
2018 Q2	$29K	Hold	295	–	–	0.02%	348
2018 Q1	$26K	Hold	295	–	–	0.02%	360
2017 Q4	$28K	Hold	295	–	–	0.02%	358
2017 Q3	$29K	Hold	295	–	–	0.02%	346
2017 Q2	$28K	Sell	295 -15	-5%	-$1.4K	0.02%	346
2017 Q1	$29K	Sell	310 -15	-5%	-$1.42K	0.02%	344
2016 Q4	$27K	Buy	+325	New	+$27.2K	0.02%	375

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Israel Discount Bank of New York's HELE Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 150 shares — an estimated $17K sold.

Israel Discount Bank of New York first reported a position in HELE in Q4 2016 and held it in 10 quarters. The position peaked at $29K in Q2 2018. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

Israel Discount Bank of New York reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 150 Helen of Troy shares in Q2 2019, an estimated $17K.
Israel Discount Bank of New York first reported a position in Helen of Troy in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Helen of Troy position peaked at $29K in Q2 2018.
263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.