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Mark Sheptoff Financial Planning’s Helix Energy Solutions HLX Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-7,850
Closed -$173K – 330
2014
Q3 		$173K Buy
+7,850
New +$200K 0.15% 111

Other funds holding HLX

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Mark Sheptoff Financial Planning's HLX Position: Q4 2014 in Review

Mark Sheptoff Financial Planning sold out of Helix Energy Solutions (HLX) in Q4 2014, closing a stake of 7,850 shares — an estimated $173K sold.

Mark Sheptoff Financial Planning first reported a position in HLX in Q3 2014 and held it in 1 quarter. The position peaked at $173K in Q3 2014. 233 funds tracked by Wall St. Rank hold HLX as of Q4 2014.

  • Mark Sheptoff Financial Planning reported no remaining Helix Energy Solutions position as of Q4 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 7,850 Helix Energy Solutions shares in Q4 2014, an estimated $173K.
  • Mark Sheptoff Financial Planning first reported a position in Helix Energy Solutions in Q3 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Helix Energy Solutions position peaked at $173K in Q3 2014.
  • 233 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2014, filed 9 Feb 2015.