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Moody National Bank Trust Division’s Helios Technologies HLIO Stock Holding History

Moody National Bank Trust Division’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-114
Closed -$4K – 1270
2018
Q4 		$4K Buy
+114
New +$4.82K ﹤0.01% 948

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Moody National Bank Trust Division's HLIO Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of Helios Technologies (HLIO) in Q1 2019, closing a stake of 114 shares — an estimated $4K sold.

Moody National Bank Trust Division first reported a position in HLIO in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 113 funds tracked by Wall St. Rank hold HLIO as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining Helios Technologies position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 114 Helios Technologies shares in Q1 2019, an estimated $4K.
  • Moody National Bank Trust Division first reported a position in Helios Technologies in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's Helios Technologies position peaked at $4K in Q4 2018.
  • 113 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.