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Sigma Planning Corp’s Helen of Troy HELE Stock Holding History

Sigma Planning Corp’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
2020
Q3 		– Sell
-1,375
Closed -$259K – 1109
2020
Q2 		$259K Buy
+1,375
New +$225K 0.01% 842
2019
Q1 		– Sell
-1,955
Closed -$256K – 963
2018
Q4 		$256K Buy
+1,955
New +$257K 0.02% 663

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sigma Planning Corp's HELE Position: Q3 2020 in Review

Sigma Planning Corp sold out of Helen of Troy (HELE) in Q3 2020, closing a stake of 1,375 shares — an estimated $259K sold.

Sigma Planning Corp first reported a position in HELE in Q4 2018 and held it in 2 quarters. The position peaked at $259K in Q2 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q3 2020.

  • Sigma Planning Corp reported no remaining Helen of Troy position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 1,375 Helen of Troy shares in Q3 2020, an estimated $259K.
  • Sigma Planning Corp first reported a position in Helen of Troy in Q4 2018 and held it in 2 quarters.
  • Sigma Planning Corp's Helen of Troy position peaked at $259K in Q2 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.