Mosaic Family Wealth’s Helen of Troy HELE Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-35	Closed	-$3K	–	777
2017 Q3	$3K	Buy	+35	New	+$3.37K	﹤0.01%	789

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Mosaic Family Wealth's HELE Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Helen of Troy (HELE) in Q4 2017, closing a stake of 35 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in HELE in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 229 funds tracked by Wall St. Rank hold HELE as of Q4 2017.

Mosaic Family Wealth reported no remaining Helen of Troy position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 35 Helen of Troy shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in Helen of Troy in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Helen of Troy position peaked at $3K in Q3 2017.
229 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.