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Neuberger Berman Canada’s Helen of Troy HELE Stock Holding History

Neuberger Berman Canada’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
2014
Q1 		– Sell
-13,900
Closed -$686K – 261
2013
Q4 		$686K Buy
+13,900
New +$652K 0.16% 157

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuberger Berman Canada's HELE Position: Q1 2014 in Review

Neuberger Berman Canada sold out of Helen of Troy (HELE) in Q1 2014, closing a stake of 13,900 shares — an estimated $686K sold.

Neuberger Berman Canada first reported a position in HELE in Q4 2013 and held it in 1 quarter. The position peaked at $686K in Q4 2013. 181 funds tracked by Wall St. Rank hold HELE as of Q1 2014.

  • Neuberger Berman Canada reported no remaining Helen of Troy position as of Q1 2014 after selling out during the quarter.
  • Neuberger Berman Canada sold 13,900 Helen of Troy shares in Q1 2014, an estimated $686K.
  • Neuberger Berman Canada first reported a position in Helen of Troy in Q4 2013 and held it in 1 quarter.
  • Neuberger Berman Canada's Helen of Troy position peaked at $686K in Q4 2013.
  • 181 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2014.

Based on Neuberger Berman Canada's 13F filing for Q1 2014, filed 28 Apr 2014.