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Stifel Nicolaus & Co’s Helios Technologies HLIO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.16M Buy
31,912
+397
+1% +$13K 0.02% 615
2013
Q2 		$986K Buy
+31,515
New +$1M 0.02% 634

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $4.6B AUM 16.08% 1-Year Est. Return
CM
CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 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

Stifel Nicolaus & Co's HLIO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Helios Technologies (HLIO) stake by 1.3% in Q3 2013, buying an estimated $13K and bringing the position to 31,912 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #615.

Stifel Nicolaus & Co first reported a position in HLIO in Q2 2013 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold HLIO as of Q3 2013.

  • Stifel Nicolaus & Co held 31,912 shares of Helios Technologies worth $1.16M as of Q3 2013.
  • Stifel Nicolaus & Co bought 397 Helios Technologies shares in Q3 2013, an estimated $13K.
  • Helios Technologies made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #615 holding.
  • Stifel Nicolaus & Co first reported a position in Helios Technologies in Q2 2013 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.