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JOYN Advisors’s Helix Energy Solutions HLX Stock Holding History

JOYN Advisors’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,459
Closed -$13K – 658
2018
Q4 		$13K Buy
2,459
+2,250
+1,077% +$18.3K ﹤0.01% 852
2018
Q3 		$2K Hold
209
– – ﹤0.01% 1463
2018
Q2 		$2K Buy
209
+175
+515% +$1.28K ﹤0.01% 1420
2018
Q1 		$0 Buy
+34
New +$238 ﹤0.01% 1351

Other funds holding HLX

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BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JOYN Advisors's HLX Position: Q1 2019 in Review

JOYN Advisors sold out of Helix Energy Solutions (HLX) in Q1 2019, closing a stake of 2,459 shares — an estimated $13K sold.

JOYN Advisors first reported a position in HLX in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q4 2018. 212 funds tracked by Wall St. Rank hold HLX as of Q1 2019.

  • JOYN Advisors reported no remaining Helix Energy Solutions position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,459 Helix Energy Solutions shares in Q1 2019, an estimated $13K.
  • JOYN Advisors first reported a position in Helix Energy Solutions in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Helix Energy Solutions position peaked at $13K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.