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SeaCrest Wealth Management’s Helen of Troy HELE Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-7
Closed -$1K – 1073
2019
Q1 		$1K Hold
7
– – ﹤0.01% 2026
2018
Q4 		$1K Sell
7
-84
-92% -$11K ﹤0.01% 2017
2018
Q3 		$12K Hold
91
– – ﹤0.01% 1568
2018
Q2 		$9K Hold
91
– – ﹤0.01% 1654
2018
Q1 		$8K Hold
91
– – ﹤0.01% 1662
2017
Q4 		$9K Buy
+91
New +$8.38K ﹤0.01% 1632

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's HELE Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in HELE in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q3 2018. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 7 Helen of Troy shares in Q2 2019, an estimated $1K.
  • SeaCrest Wealth Management first reported a position in Helen of Troy in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Helen of Troy position peaked at $12K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.