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Regal Investment Advisors’s Helix Energy Solutions HLX Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-5,205
Closed -$24K – 530
2015
Q3 		$24K Hold
5,205
– – 0.01% 531
2015
Q2 		$65K Hold
5,205
– – 0.02% 387
2015
Q1 		$78K Hold
5,205
– – 0.02% 374
2014
Q4 		$113K Hold
5,205
– – 0.03% 287
2014
Q3 		$115K Sell
5,205
-3,765
-42% -$96.1K 0.03% 286
2014
Q2 		$236K Hold
8,970
– – 0.08% 190
2014
Q1 		$206K Buy
+8,970
New +$200K 0.09% 179

Other funds holding HLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Regal Investment Advisors's HLX Position: Q4 2015 in Review

Regal Investment Advisors sold out of Helix Energy Solutions (HLX) in Q4 2015, closing a stake of 5,205 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in HLX in Q1 2014 and held it in 7 quarters. The position peaked at $236K in Q2 2014. 175 funds tracked by Wall St. Rank hold HLX as of Q4 2015.

  • Regal Investment Advisors reported no remaining Helix Energy Solutions position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 5,205 Helix Energy Solutions shares in Q4 2015, an estimated $24K.
  • Regal Investment Advisors first reported a position in Helix Energy Solutions in Q1 2014 and held it in 7 quarters.
  • Regal Investment Advisors's Helix Energy Solutions position peaked at $236K in Q2 2014.
  • 175 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.