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Sonora Investment Management’s Helen of Troy HELE Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-44
Closed -$4K – 942
2015
Q3 		$4K Buy
+44
New +$3.94K ﹤0.01% 806

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's HELE Position: Q4 2015 in Review

Sonora Investment Management sold out of Helen of Troy (HELE) in Q4 2015, closing a stake of 44 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in HELE in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 227 funds tracked by Wall St. Rank hold HELE as of Q4 2015.

  • Sonora Investment Management reported no remaining Helen of Troy position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 44 Helen of Troy shares in Q4 2015, an estimated $4K.
  • Sonora Investment Management first reported a position in Helen of Troy in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Helen of Troy position peaked at $4K in Q3 2015.
  • 227 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.