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Mount Yale Investment Advisors’s Helix Energy Solutions HLX Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-2,651
Closed -$23K – 508
2018
Q3 		$23K Buy
+2,651
New +$24.2K ﹤0.01% 751

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mount Yale Investment Advisors's HLX Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Helix Energy Solutions (HLX) in Q4 2018, closing a stake of 2,651 shares — an estimated $23K sold.

Mount Yale Investment Advisors first reported a position in HLX in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 222 funds tracked by Wall St. Rank hold HLX as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Helix Energy Solutions position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,651 Helix Energy Solutions shares in Q4 2018, an estimated $23K.
  • Mount Yale Investment Advisors first reported a position in Helix Energy Solutions in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Helix Energy Solutions position peaked at $23K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.