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JP Morgan Private Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

JP Morgan Private Wealth 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
2018
Q2 		– Sell
-14,849
Closed -$86K – 1493
2018
Q1 		$86K Buy
14,849
+2,344
+19% +$16.4K ﹤0.01% 1233
2017
Q4 		$94K Buy
12,505
+1,289
+11% +$9.12K ﹤0.01% 1231
2017
Q3 		$83K Sell
11,216
-775
-6% -$4.91K ﹤0.01% 1206
2017
Q2 		$68K Buy
+11,991
New +$72.5K ﹤0.01% 1201

Other funds holding HLX

BlackRock
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HLX Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Helix Energy Solutions (HLX) in Q2 2018, closing a stake of 14,849 shares — an estimated $86K sold.

JP Morgan Private Wealth Advisors first reported a position in HLX in Q2 2017 and held it in 4 quarters. The position peaked at $94K in Q4 2017. 199 funds tracked by Wall St. Rank hold HLX as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Helix Energy Solutions position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,849 Helix Energy Solutions shares in Q2 2018, an estimated $86K.
  • JP Morgan Private Wealth Advisors first reported a position in Helix Energy Solutions in Q2 2017 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Helix Energy Solutions position peaked at $94K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.