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Robert N. Shapiro’s Helen of Troy HELE Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-84
Closed -$4K – 820
2013
Q3 		$4K Hold
84
– – ﹤0.01% 925
2013
Q2 		$3K Buy
+84
New +$3.19K ﹤0.01% 860

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robert N. Shapiro's HELE Position: Q4 2013 in Review

Robert N. Shapiro sold out of Helen of Troy (HELE) in Q4 2013, closing a stake of 84 shares — an estimated $4K sold.

Robert N. Shapiro first reported a position in HELE in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 162 funds tracked by Wall St. Rank hold HELE as of Q4 2013.

  • Robert N. Shapiro reported no remaining Helen of Troy position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 84 Helen of Troy shares in Q4 2013, an estimated $4K.
  • Robert N. Shapiro first reported a position in Helen of Troy in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Helen of Troy position peaked at $4K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.