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Penseco Financial Services’s Helen of Troy HELE Stock Holding History

Penseco Financial Services’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
2013
Q3 		$3K Buy
+76
New +$3.2K ﹤0.01% 295

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Penseco Financial Services's HELE Position: Q3 2013 in Review

Penseco Financial Services opened a new position in Helen of Troy (HELE) in Q3 2013: 76 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings.

159 funds tracked by Wall St. Rank hold HELE as of Q3 2013.

  • Penseco Financial Services held 76 shares of Helen of Troy worth $3K as of Q3 2013.
  • Helen of Troy was a new Penseco Financial Services position in Q3 2013.
  • Helen of Troy made up ﹤0.01% of Penseco Financial Services's portfolio in Q3 2013, its #295 holding.
  • 159 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.