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PEAK6 Group’s Helen of Troy HELE Stock Holding History

PEAK6 Group’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
2018
Q2 		– Sell
-1,767
Closed -$154K – 4561
2018
Q1 		$154K Sell
1,767
-448
-20% -$40.8K ﹤0.01% 3506
2017
Q4 		$213K Buy
+2,215
New +$204K ﹤0.01% 3108
2017
Q3 		– Sell
-4,767
Closed -$449K – 4658
2017
Q2 		$449K Buy
4,767
+1,936
+68% +$180K ﹤0.01% 2636
2017
Q1 		$267K Buy
2,831
+2,057
+266% +$194K ﹤0.01% 2823
2016
Q4 		$65K Sell
774
-2,762
-78% -$231K ﹤0.01% 4089
2016
Q3 		$305K Buy
+3,536
New +$331K ﹤0.01% 2792
2016
Q2 		– Sell
-9,625
Closed -$998K – 4466
2016
Q1 		$998K Buy
9,625
+8,933
+1,291% +$834K 0.01% 1665
2015
Q4 		$65K Sell
692
-1,414
-67% -$141K ﹤0.01% 4165
2015
Q3 		$188K Buy
2,106
+746
+55% +$66.8K ﹤0.01% 3795
2015
Q2 		$133K Sell
1,360
-1,209
-47% -$106K ﹤0.01% 4068
2015
Q1 		$209K Buy
+2,569
New +$196K ﹤0.01% 3403

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

PEAK6 Group's HELE Position: Q2 2018 in Review

PEAK6 Group sold out of Helen of Troy (HELE) in Q2 2018, closing a stake of 1,767 shares — an estimated $154K sold.

PEAK6 Group first reported a position in HELE in Q1 2015 and held it in 11 quarters. The position peaked at $998K in Q1 2016. 250 funds tracked by Wall St. Rank hold HELE as of Q2 2018.

  • PEAK6 Group reported no remaining Helen of Troy position as of Q2 2018 after selling out during the quarter.
  • PEAK6 Group sold 1,767 Helen of Troy shares in Q2 2018, an estimated $154K.
  • PEAK6 Group first reported a position in Helen of Troy in Q1 2015 and held it in 11 quarters.
  • PEAK6 Group's Helen of Troy position peaked at $998K in Q1 2016.
  • 250 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.