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Stratos Wealth Partners’s Helix Energy Solutions HLX Stock Holding History

Stratos Wealth Partners’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,382
Closed -$14K – 1546
2018
Q3 		$14K Buy
+1,382
New +$12.6K ﹤0.01% 2028
2018
Q2 		– Sell
-451
Closed -$3K – 1672
2018
Q1 		$3K Hold
451
– – ﹤0.01% 2752
2017
Q4 		$3K Buy
+451
New +$3.19K ﹤0.01% 2516

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AllianceBernstein
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State Street
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Macquarie Group
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KL
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Helix Energy Solutions (HLX) in Q4 2018, closing a stake of 1,382 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in HLX in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 222 funds tracked by Wall St. Rank hold HLX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Helix Energy Solutions position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,382 Helix Energy Solutions shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in Helix Energy Solutions in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Helix Energy Solutions position peaked at $14K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2018.

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