Lafitte Capital Management’s Helen of Troy HELE Stock Holding History

Lafitte Capital Management’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
2013 Q4	–	Sell	-80,000	Closed	-$3.54M	–	24
2013 Q3	$3.54M	Sell	80,000 -120,000	-60%	-$5.05M	2.65%	14
2013 Q2	$7.67M	Buy	+200,000	New	+$7.6M	6.83%	4

Other funds holding HELE

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lafitte Capital Management's HELE Position: Q4 2013 in Review

Lafitte Capital Management sold out of Helen of Troy (HELE) in Q4 2013, closing a stake of 80,000 shares — an estimated $3.54M sold.

Lafitte Capital Management first reported a position in HELE in Q2 2013 and held it in 2 quarters. The position peaked at $7.67M in Q2 2013. 162 funds tracked by Wall St. Rank hold HELE as of Q4 2013.

Lafitte Capital Management reported no remaining Helen of Troy position as of Q4 2013 after selling out during the quarter.
Lafitte Capital Management sold 80,000 Helen of Troy shares in Q4 2013, an estimated $3.54M.
Lafitte Capital Management first reported a position in Helen of Troy in Q2 2013 and held it in 2 quarters.
Lafitte Capital Management's Helen of Troy position peaked at $7.67M in Q2 2013.
162 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2013.

Based on Lafitte Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.