Plante Moran Financial Advisors’s Helix Energy Solutions HLX Stock Holding History

Plante Moran Financial Advisors’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-88	Closed	-$2K	–	816
2014 Q2	$2K	Hold	88	–	–	﹤0.01%	762
2014 Q1	$2K	Hold	88	–	–	﹤0.01%	556
2013 Q4	$2K	Hold	88	–	–	﹤0.01%	625
2013 Q3	$2K	Hold	88	–	–	﹤0.01%	557
2013 Q2	$2K	Buy	+88	New	+$2.05K	﹤0.01%	541

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

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BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return