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Optimum Investment Advisors’s Helios Technologies HLIO Stock Holding History

Optimum Investment Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-65
Closed -$3K – 969
2019
Q1 		$3K Hold
65
– – ﹤0.01% 929
2018
Q4 		$2K Hold
65
– – ﹤0.01% 906
2018
Q3 		$4K Hold
65
– – ﹤0.01% 932
2018
Q2 		$3K Hold
65
– – ﹤0.01% 970
2018
Q1 		$3K Buy
+65
New +$3.83K ﹤0.01% 939

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Optimum Investment Advisors's HLIO Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Helios Technologies (HLIO) in Q2 2019, closing a stake of 65 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in HLIO in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 107 funds tracked by Wall St. Rank hold HLIO as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Helios Technologies position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 65 Helios Technologies shares in Q2 2019, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Helios Technologies in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Helios Technologies position peaked at $4K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.