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TigerShark Management’s Helen of Troy HELE Stock Holding History

TigerShark 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
2013
Q3 		– Sell
-53,317
Closed -$2.05M – 62
2013
Q2 		$2.05M Buy
+53,317
New +$2.03M 1.32% 24

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TigerShark Management's HELE Position: Q3 2013 in Review

TigerShark Management sold out of Helen of Troy (HELE) in Q3 2013, closing a stake of 53,317 shares — an estimated $2.05M sold.

TigerShark Management first reported a position in HELE in Q2 2013 and held it in 1 quarter. The position peaked at $2.05M in Q2 2013. 159 funds tracked by Wall St. Rank hold HELE as of Q3 2013.

  • TigerShark Management reported no remaining Helen of Troy position as of Q3 2013 after selling out during the quarter.
  • TigerShark Management sold 53,317 Helen of Troy shares in Q3 2013, an estimated $2.05M.
  • TigerShark Management first reported a position in Helen of Troy in Q2 2013 and held it in 1 quarter.
  • TigerShark Management's Helen of Troy position peaked at $2.05M in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2013.

Based on TigerShark Management's 13F filing for Q3 2013, filed 6 Nov 2013.