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Telluride Asset Management’s Helen of Troy HELE Stock Holding History

Telluride Asset Management’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
Q2 		$509K Buy
+8,400
New +$522K 0.44% 87

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Telluride Asset Management's HELE Position: Q2 2014 in Review

Telluride Asset Management opened a new position in Helen of Troy (HELE) in Q2 2014: 8,400 shares worth $509K. The stake represents 0.44% of the portfolio and ranks #87 among its holdings.

183 funds tracked by Wall St. Rank hold HELE as of Q2 2014.

  • Telluride Asset Management held 8,400 shares of Helen of Troy worth $509K as of Q2 2014.
  • Helen of Troy was a new Telluride Asset Management position in Q2 2014.
  • Helen of Troy made up 0.44% of Telluride Asset Management's portfolio in Q2 2014, its #87 holding.
  • 183 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2014.

Based on Telluride Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.