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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
-25,000
Closed -$2.17M – 4560
2018
Q1 		$2.17M Buy
25,000
+22,800
+1,036% +$2.07M 0.01% 1304
2017
Q4 		$212K Buy
+2,200
New +$203K ﹤0.01% 3110
2016
Q1 		– Sell
-4,500
Closed -$424K – 4649
2015
Q4 		$424K Buy
4,500
+2,500
+125% +$250K ﹤0.01% 2748
2015
Q3 		$179K Sell
2,000
-1,100
-35% -$98.6K ﹤0.01% 3833
2015
Q2 		$302K Buy
3,100
+2,100
+210% +$185K ﹤0.01% 3308
2015
Q1 		$81K Sell
1,000
-5,400
-84% -$412K ﹤0.01% 4052
2014
Q4 		$416K Buy
+6,400
New +$394K ﹤0.01% 2730
2013
Q3 		– Sell
-12,500
Closed -$480 – 5248
2013
Q2 		$480 Buy
+12,500
New +$475K ﹤0.01% 2831

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.