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Paulson Wealth Management’s Helios Technologies HLIO Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-438
Closed -$28K – 278
2017
Q4 		$28K Buy
+438
New +$25.6K 0.02% 250

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Paulson Wealth Management's HLIO Position: Q1 2018 in Review

Paulson Wealth Management sold out of Helios Technologies (HLIO) in Q1 2018, closing a stake of 438 shares — an estimated $28K sold.

Paulson Wealth Management first reported a position in HLIO in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 139 funds tracked by Wall St. Rank hold HLIO as of Q1 2018.

  • Paulson Wealth Management reported no remaining Helios Technologies position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 438 Helios Technologies shares in Q1 2018, an estimated $28K.
  • Paulson Wealth Management first reported a position in Helios Technologies in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Helios Technologies position peaked at $28K in Q4 2017.
  • 139 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.