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Plante Moran Financial Advisors’s Helen of Troy HELE Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-31
Closed -$4K – 921
2018
Q3 		$4K Buy
+31
New +$3.65K ﹤0.01% 611

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Plante Moran Financial Advisors's HELE Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 31 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in HELE in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 31 Helen of Troy shares in Q4 2018, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Helen of Troy in Q3 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Helen of Troy position peaked at $4K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.