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Marco Investment Management’s Helix Energy Solutions HLX Stock Holding History

Marco Investment Management’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
2014
Q2 		– Sell
-16,900
Closed -$388K – 179
2014
Q1 		$388K Sell
16,900
-1,000
-6% -$22.3K 0.08% 136
2013
Q4 		$415 Sell
17,900
-4,800
-21% -$112K 0.02% 128
2013
Q3 		$576K Hold
22,700
– – 0.13% 116
2013
Q2 		$523K Buy
+22,700
New +$530K 0.15% 92

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
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
State Street
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Marco Investment Management's HLX Position: Q2 2014 in Review

Marco Investment Management sold out of Helix Energy Solutions (HLX) in Q2 2014, closing a stake of 16,900 shares — an estimated $388K sold.

Marco Investment Management first reported a position in HLX in Q2 2013 and held it in 4 quarters. The position peaked at $576K in Q3 2013. 228 funds tracked by Wall St. Rank hold HLX as of Q2 2014.

  • Marco Investment Management reported no remaining Helix Energy Solutions position as of Q2 2014 after selling out during the quarter.
  • Marco Investment Management sold 16,900 Helix Energy Solutions shares in Q2 2014, an estimated $388K.
  • Marco Investment Management first reported a position in Helix Energy Solutions in Q2 2013 and held it in 4 quarters.
  • Marco Investment Management's Helix Energy Solutions position peaked at $576K in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2014.

Based on Marco Investment Management's 13F filing for Q2 2014, filed 29 Jul 2014.