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Navellier & Associates’s Helen of Troy HELE Stock Holding History

Navellier & Associates’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
2016
Q4 		– Sell
-5,493
Closed -$473K – 294
2016
Q3 		$473K Buy
5,493
+156
+3% +$14.6K 0.07% 163
2016
Q2 		$549K Sell
5,337
-114
-2% -$11.5K 0.08% 134
2016
Q1 		$565K Buy
5,451
+24
+0.4% +$2.24K 0.07% 120
2015
Q4 		$511K Sell
5,427
-1,682
-24% -$168K 0.06% 121
2015
Q3 		$635K Buy
7,109
+3,284
+86% +$294K 0.06% 124
2015
Q2 		$373K Buy
+3,825
New +$336K 0.03% 251

Other funds holding HELE

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Navellier & Associates's HELE Position: Q4 2016 in Review

Navellier & Associates sold out of Helen of Troy (HELE) in Q4 2016, closing a stake of 5,493 shares — an estimated $473K sold.

Navellier & Associates first reported a position in HELE in Q2 2015 and held it in 6 quarters. The position peaked at $635K in Q3 2015. 207 funds tracked by Wall St. Rank hold HELE as of Q4 2016.

  • Navellier & Associates reported no remaining Helen of Troy position as of Q4 2016 after selling out during the quarter.
  • Navellier & Associates sold 5,493 Helen of Troy shares in Q4 2016, an estimated $473K.
  • Navellier & Associates first reported a position in Helen of Troy in Q2 2015 and held it in 6 quarters.
  • Navellier & Associates's Helen of Troy position peaked at $635K in Q3 2015.
  • 207 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2016.

Based on Navellier & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.