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Old Mutual Customised Solutions’s Helen of Troy HELE Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-500
Closed -$19K – 974
2013
Q2 		$19K Buy
+500
New +$19K 0.01% 1270

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
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

Old Mutual Customised Solutions's HELE Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Helen of Troy (HELE) in Q3 2013, closing a stake of 500 shares — an estimated $19K sold.

Old Mutual Customised Solutions first reported a position in HELE in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 159 funds tracked by Wall St. Rank hold HELE as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Helen of Troy position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 500 Helen of Troy shares in Q3 2013, an estimated $19K.
  • Old Mutual Customised Solutions first reported a position in Helen of Troy in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Helen of Troy position peaked at $19K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.