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Legacy Advisors’s Helix Energy Solutions HLX Stock Holding History

Legacy 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
2017
Q4 		– Sell
-10,000
Closed -$73K – 391
2017
Q3 		$73K Hold
10,000
– – 0.08% 83
2017
Q2 		$56K Hold
10,000
– – 0.07% 96
2017
Q1 		$77K Hold
10,000
– – 0.1% 77
2016
Q4 		$88K Buy
+10,000
New +$96.5K 0.12% 72

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Advisors's HLX Position: Q4 2017 in Review

Legacy Advisors sold out of Helix Energy Solutions (HLX) in Q4 2017, closing a stake of 10,000 shares — an estimated $73K sold.

Legacy Advisors first reported a position in HLX in Q4 2016 and held it in 4 quarters. The position peaked at $88K in Q4 2016. 183 funds tracked by Wall St. Rank hold HLX as of Q4 2017.

  • Legacy Advisors reported no remaining Helix Energy Solutions position as of Q4 2017 after selling out during the quarter.
  • Legacy Advisors sold 10,000 Helix Energy Solutions shares in Q4 2017, an estimated $73K.
  • Legacy Advisors first reported a position in Helix Energy Solutions in Q4 2016 and held it in 4 quarters.
  • Legacy Advisors's Helix Energy Solutions position peaked at $88K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2017.

Based on Legacy Advisors's 13F filing for Q4 2017, filed 26 Jan 2018.