TFG Advisers’s Helen of Troy HELE Stock Holding History

TFG Advisers’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
2020 Q1	–	Sell	-300	Closed	-$53K	–	275
2019 Q4	$53K	Buy	+300	New	+$48.1K	0.03%	268

Other funds holding HELE

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

TFG Advisers's HELE Position: Q1 2020 in Review

TFG Advisers sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 300 shares — an estimated $53K sold.

TFG Advisers first reported a position in HELE in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

TFG Advisers reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 300 Helen of Troy shares in Q1 2020, an estimated $53K.
TFG Advisers first reported a position in Helen of Troy in Q4 2019 and held it in 1 quarter.
TFG Advisers's Helen of Troy position peaked at $53K in Q4 2019.
262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.