NCCM
HELE icon

Nine Chapters Capital Management’s Helen of Troy HELE Stock Holding History

Nine Chapters Capital Management’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
2015
Q3 		– Sell
-3,200
Closed -$312K – 1079
2015
Q2 		$312K Buy
+3,200
New +$282K 0.03% 709
2014
Q1 		– Sell
-4,100
Closed -$202K – 876
2013
Q4 		$202K Sell
4,100
-14,700
-78% -$689K 0.02% 712
2013
Q3 		$832K Buy
+18,800
New +$791K 0.1% 295

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Nine Chapters Capital Management's HELE Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of Helen of Troy (HELE) in Q3 2015, closing a stake of 3,200 shares — an estimated $312K sold.

Nine Chapters Capital Management first reported a position in HELE in Q3 2013 and held it in 3 quarters. The position peaked at $832K in Q3 2013. 199 funds tracked by Wall St. Rank hold HELE as of Q3 2015.

  • Nine Chapters Capital Management reported no remaining Helen of Troy position as of Q3 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 3,200 Helen of Troy shares in Q3 2015, an estimated $312K.
  • Nine Chapters Capital Management first reported a position in Helen of Troy in Q3 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's Helen of Troy position peaked at $832K in Q3 2013.
  • 199 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.