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Regal Investment Advisors’s Helen of Troy HELE Stock Holding History

Regal Investment 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
2014
Q2 		– Sell
-628
Closed -$43K – 921
2014
Q1 		$43K Sell
628
-70
-10% -$4.26K 0.02% 363
2013
Q4 		$34K Buy
698
+78
+13% +$3.66K 0.02% 352
2013
Q3 		$27K Buy
+620
New +$26.1K 0.02% 415

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Regal Investment Advisors's HELE Position: Q2 2014 in Review

Regal Investment Advisors sold out of Helen of Troy (HELE) in Q2 2014, closing a stake of 628 shares — an estimated $43K sold.

Regal Investment Advisors first reported a position in HELE in Q3 2013 and held it in 3 quarters. The position peaked at $43K in Q1 2014. 183 funds tracked by Wall St. Rank hold HELE as of Q2 2014.

  • Regal Investment Advisors reported no remaining Helen of Troy position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 628 Helen of Troy shares in Q2 2014, an estimated $43K.
  • Regal Investment Advisors first reported a position in Helen of Troy in Q3 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Helen of Troy position peaked at $43K in Q1 2014.
  • 183 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.