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MYCIO Wealth Partners’s Helix Energy Solutions HLX Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-75
Closed -$1K – 410
2016
Q3 		$1K Hold
75
– – ﹤0.01% 809
2016
Q2 		$1K Hold
75
– – ﹤0.01% 1007
2016
Q1 		$0 Hold
75
– – ﹤0.01% 872
2015
Q4 		$0 Hold
75
– – ﹤0.01% 767
2015
Q3 		$0 Buy
+75
New +$598 ﹤0.01% 922

Other funds holding HLX

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MYCIO Wealth Partners's HLX Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Helix Energy Solutions (HLX) in Q4 2016, closing a stake of 75 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in HLX in Q3 2015 and held it in 5 quarters. The position peaked at $1K in Q3 2016. 222 funds tracked by Wall St. Rank hold HLX as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Helix Energy Solutions position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 75 Helix Energy Solutions shares in Q4 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Helix Energy Solutions in Q3 2015 and held it in 5 quarters.
  • MYCIO Wealth Partners's Helix Energy Solutions position peaked at $1K in Q3 2016.
  • 222 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.