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Piedmont Investment Advisors’s Helios Technologies HLIO Stock Holding History

Piedmont Investment Advisors’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
Q3 		– Sell
-496
Closed -$24K – 1585
2018
Q2 		$24K Buy
+496
New +$25.1K ﹤0.01% 1533

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Piedmont Investment Advisors's HLIO Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Helios Technologies (HLIO) in Q3 2018, closing a stake of 496 shares — an estimated $24K sold.

Piedmont Investment Advisors first reported a position in HLIO in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 128 funds tracked by Wall St. Rank hold HLIO as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Helios Technologies position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 496 Helios Technologies shares in Q3 2018, an estimated $24K.
  • Piedmont Investment Advisors first reported a position in Helios Technologies in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Helios Technologies position peaked at $24K in Q2 2018.
  • 128 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.