OneDigital Investment Advisors’s Helen of Troy HELE Stock Holding History

OneDigital Investment 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 Q3	–	Sell	-235	Closed	-$31K	–	814
2019 Q2	$31K	Hold	235	–	–	﹤0.01%	677
2019 Q1	$27K	Hold	235	–	–	﹤0.01%	645
2018 Q4	$31K	Buy	+235	New	+$30.8K	0.01%	562
2018 Q3	–	Sell	-235	Closed	-$23K	–	1095
2018 Q2	$23K	Hold	235	–	–	﹤0.01%	763
2018 Q1	$20K	Hold	235	–	–	﹤0.01%	817
2017 Q4	$23K	Hold	235	–	–	﹤0.01%	758
2017 Q3	$23K	Hold	235	–	–	0.01%	593
2017 Q2	$22K	Buy	+235	New	+$21.9K	0.01%	714

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

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

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

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

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

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

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

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

OneDigital Investment Advisors's HELE Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Helen of Troy (HELE) in Q3 2019, closing a stake of 235 shares — an estimated $31K sold.

OneDigital Investment Advisors first reported a position in HELE in Q2 2017 and held it in 8 quarters. The position peaked at $31K in Q2 2019. 252 funds tracked by Wall St. Rank hold HELE as of Q3 2019.

OneDigital Investment Advisors reported no remaining Helen of Troy position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 235 Helen of Troy shares in Q3 2019, an estimated $31K.
OneDigital Investment Advisors first reported a position in Helen of Troy in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Helen of Troy position peaked at $31K in Q2 2019.
252 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.