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Kelman-Lazarov Inc’s Helix Energy Solutions HLX Stock Holding History

Kelman-Lazarov Inc’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
2016
Q3 		– Sell
-1,000
Closed -$7.43K – 387
2016
Q2 		$7.43K Buy
+1,000
New +$7.24K ﹤0.01% 300

Other funds holding HLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kelman-Lazarov Inc's HLX Position: Q3 2016 in Review

Kelman-Lazarov Inc sold out of Helix Energy Solutions (HLX) in Q3 2016, closing a stake of 1,000 shares — an estimated $7.43K sold.

Kelman-Lazarov Inc first reported a position in HLX in Q2 2016 and held it in 1 quarter. The position peaked at $7.43K in Q2 2016. 195 funds tracked by Wall St. Rank hold HLX as of Q3 2016.

  • Kelman-Lazarov Inc reported no remaining Helix Energy Solutions position as of Q3 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,000 Helix Energy Solutions shares in Q3 2016, an estimated $7.43K.
  • Kelman-Lazarov Inc first reported a position in Helix Energy Solutions in Q2 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Helix Energy Solutions position peaked at $7.43K in Q2 2016.
  • 195 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2016, filed 11 Oct 2016.