MGO One Seven’s Helen of Troy HELE Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-143	Closed	-$18K	–	926
2018 Q4	$18K	Buy	+143	New	+$18.8K	0.01%	956
2018 Q1	$15K	Hold	172	–	–	0.01%	958
2017 Q4	$17K	Buy	+172	New	+$15.8K	0.01%	912

Other funds holding HELE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

MGO One Seven's HELE Position: Q1 2019 in Review

MGO One Seven sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 143 shares — an estimated $18K sold.

MGO One Seven first reported a position in HELE in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2018. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

MGO One Seven reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 143 Helen of Troy shares in Q1 2019, an estimated $18K.
MGO One Seven first reported a position in Helen of Troy in Q4 2017 and held it in 3 quarters.
MGO One Seven's Helen of Troy position peaked at $18K in Q4 2018.
264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.