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People's United Financial’s Helen of Troy HELE Stock Holding History

People's United Financial’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
2017
Q2 		– Sell
-19,042
Closed -$1.79M – 1060
2017
Q1 		$1.79M Hold
19,042
– – 0.06% 240
2016
Q4 		$1.61M Buy
+19,042
New +$1.59M 0.06% 247

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

People's United Financial's HELE Position: Q2 2017 in Review

People's United Financial sold out of Helen of Troy (HELE) in Q2 2017, closing a stake of 19,042 shares — an estimated $1.79M sold.

People's United Financial first reported a position in HELE in Q4 2016 and held it in 2 quarters. The position peaked at $1.79M in Q1 2017. 225 funds tracked by Wall St. Rank hold HELE as of Q2 2017.

  • People's United Financial reported no remaining Helen of Troy position as of Q2 2017 after selling out during the quarter.
  • People's United Financial sold 19,042 Helen of Troy shares in Q2 2017, an estimated $1.79M.
  • People's United Financial first reported a position in Helen of Troy in Q4 2016 and held it in 2 quarters.
  • People's United Financial's Helen of Troy position peaked at $1.79M in Q1 2017.
  • 225 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2017.

Based on People's United Financial's 13F filing for Q2 2017, filed 14 Aug 2017.