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MinichMacGregor Wealth Management’s Helen of Troy HELE Stock Holding History

MinichMacGregor Wealth Management’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
2018
Q4 		– Sell
-397
Closed -$51K – 256
2018
Q3 		$51K Buy
397
+58
+17% +$6.83K 0.03% 121
2018
Q2 		$33K Buy
+339
New +$30.9K 0.02% 148

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

MinichMacGregor Wealth Management's HELE Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 397 shares — an estimated $51K sold.

MinichMacGregor Wealth Management first reported a position in HELE in Q2 2018 and held it in 2 quarters. The position peaked at $51K in Q3 2018. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 397 Helen of Troy shares in Q4 2018, an estimated $51K.
  • MinichMacGregor Wealth Management first reported a position in Helen of Troy in Q2 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Helen of Troy position peaked at $51K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.