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Regions Financial Corp’s Helios Technologies HLIO Stock Holding History

Regions Financial Corp’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
2019
Q2 		– Sell
-150
Closed -$7K – 1190
2019
Q1 		$7K Hold
150
– – ﹤0.01% 1611
2018
Q4 		$5K Hold
150
– – ﹤0.01% 1640
2018
Q3 		$8K Sell
150
-310
-67% -$15.7K ﹤0.01% 1660
2018
Q2 		$22K Buy
460
+310
+207% +$15.7K ﹤0.01% 1436
2018
Q1 		$8K Hold
150
– – ﹤0.01% 1670
2017
Q4 		$10K Buy
+150
New +$8.76K ﹤0.01% 1668

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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Regions Financial Corp's HLIO Position: Q2 2019 in Review

Regions Financial Corp sold out of Helios Technologies (HLIO) in Q2 2019, closing a stake of 150 shares — an estimated $7K sold.

Regions Financial Corp first reported a position in HLIO in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q2 2018. 107 funds tracked by Wall St. Rank hold HLIO as of Q2 2019.

  • Regions Financial Corp reported no remaining Helios Technologies position as of Q2 2019 after selling out during the quarter.
  • Regions Financial Corp sold 150 Helios Technologies shares in Q2 2019, an estimated $7K.
  • Regions Financial Corp first reported a position in Helios Technologies in Q4 2017 and held it in 6 quarters.
  • Regions Financial Corp's Helios Technologies position peaked at $22K in Q2 2018.
  • 107 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.