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Stanley-Laman Group’s Helios Technologies HLIO Stock Holding History

Stanley-Laman Group’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-174,412
Closed -$7.12M – 325
2013
Q4 		$7.12M Buy
+174,412
New +$6.88M 1.56% 13

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Stanley-Laman Group's HLIO Position: Q1 2014 in Review

Stanley-Laman Group sold out of Helios Technologies (HLIO) in Q1 2014, closing a stake of 174,412 shares — an estimated $7.12M sold.

Stanley-Laman Group first reported a position in HLIO in Q4 2013 and held it in 1 quarter. The position peaked at $7.12M in Q4 2013. 116 funds tracked by Wall St. Rank hold HLIO as of Q1 2014.

  • Stanley-Laman Group reported no remaining Helios Technologies position as of Q1 2014 after selling out during the quarter.
  • Stanley-Laman Group sold 174,412 Helios Technologies shares in Q1 2014, an estimated $7.12M.
  • Stanley-Laman Group first reported a position in Helios Technologies in Q4 2013 and held it in 1 quarter.
  • Stanley-Laman Group's Helios Technologies position peaked at $7.12M in Q4 2013.
  • 116 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2014.

Based on Stanley-Laman Group's 13F filing for Q1 2014, filed 11 Apr 2014.