Stratos Wealth Partners’s Helen of Troy HELE Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-445	Closed	-$58K	–	1527
2018 Q3	$58K	Buy	+445	New	+$52.4K	﹤0.01%	1387
2018 Q2	–	Sell	-680	Closed	-$59K	–	1653
2018 Q1	$59K	Hold	680	–	–	﹤0.01%	1481
2017 Q4	$66K	Buy	+680	New	+$62.6K	﹤0.01%	1383

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Stratos Wealth Partners's HELE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 445 shares — an estimated $58K sold.

Stratos Wealth Partners first reported a position in HELE in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q4 2017. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

Stratos Wealth Partners reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 445 Helen of Troy shares in Q4 2018, an estimated $58K.
Stratos Wealth Partners first reported a position in Helen of Troy in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Helen of Troy position peaked at $66K in Q4 2017.
291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.