LMR Partners’s Helen of Troy HELE Stock Holding History

LMR Partners’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
2017 Q3	–	Sell	-3,723	Closed	-$351K	–	415
2017 Q2	$351K	Buy	+3,723	New	+$347K	0.02%	451

Other funds holding HELE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMR Partners's HELE Position: Q3 2017 in Review

LMR Partners sold out of Helen of Troy (HELE) in Q3 2017, closing a stake of 3,723 shares — an estimated $351K sold.

LMR Partners first reported a position in HELE in Q2 2017 and held it in 1 quarter. The position peaked at $351K in Q2 2017. 212 funds tracked by Wall St. Rank hold HELE as of Q3 2017.

LMR Partners reported no remaining Helen of Troy position as of Q3 2017 after selling out during the quarter.
LMR Partners sold 3,723 Helen of Troy shares in Q3 2017, an estimated $351K.
LMR Partners first reported a position in Helen of Troy in Q2 2017 and held it in 1 quarter.
LMR Partners's Helen of Troy position peaked at $351K in Q2 2017.
212 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2017.

Based on LMR Partners's 13F filing for Q3 2017, filed 9 Nov 2017.