One Wealth Advisors’s Helen of Troy HELE Stock Holding History

One Wealth Advisors’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
2019 Q2	–	Sell	-28	Closed	-$3K	–	268
2019 Q1	$3K	Buy	+28	New	+$3.23K	﹤0.01%	435
2018 Q4	–	Sell	-31	Closed	-$4K	–	259
2018 Q3	$4K	Sell	31 -6	-16%	-$707	﹤0.01%	427
2018 Q2	$4K	Hold	37	–	–	﹤0.01%	426
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	435
2017 Q4	$4K	Buy	+37	New	+$3.41K	﹤0.01%	445

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

One Wealth Advisors's HELE Position: Q2 2019 in Review

One Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 28 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in HELE in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

One Wealth Advisors reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 28 Helen of Troy shares in Q2 2019, an estimated $3K.
One Wealth Advisors first reported a position in Helen of Troy in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Helen of Troy position peaked at $4K in Q3 2018.
263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.