Spot Trading’s Helen of Troy HELE Stock Holding History

Spot Trading’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
2014 Q3	–	Sell	-14,700	Closed	-$891K	–	4473
2014 Q2	$891K	Sell	14,700 -5,000	-25%	-$311K	﹤0.01%	2219
2014 Q1	$1.36M	Buy	+19,700	New	+$1.2M	0.01%	1805

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spot Trading's HELE Position: Q3 2013 in Review

Spot Trading sold out of Helen of Troy (HELE) in Q3 2013, closing a stake of 22 shares — an estimated $1K sold.

Spot Trading first reported a position in HELE in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 159 funds tracked by Wall St. Rank hold HELE as of Q3 2013.

Spot Trading reported no remaining Helen of Troy position as of Q3 2013 after selling out during the quarter.
Spot Trading sold 22 Helen of Troy shares in Q3 2013, an estimated $1K.
Spot Trading first reported a position in Helen of Troy in Q2 2013 and held it in 1 quarter.
Spot Trading's Helen of Troy position peaked at $1K in Q2 2013.
159 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2013.

Based on Spot Trading's 13F filing for Q3 2013, filed 8 Nov 2013.