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Triangle Securities Wealth Management’s Helen of Troy HELE Stock Holding History

Triangle Securities Wealth 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
-602
Closed -$23K – 228
2013
Q2 		$23K Buy
+602
New +$22.9K 0.02% 359

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $860B AUM 41.15% 1-Year Est. Return

Triangle Securities Wealth Management's HELE Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Helen of Troy (HELE) in Q3 2013, closing a stake of 602 shares — an estimated $23K sold.

Triangle Securities Wealth Management first reported a position in HELE in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 159 funds tracked by Wall St. Rank hold HELE as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Helen of Troy position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 602 Helen of Troy shares in Q3 2013, an estimated $23K.
  • Triangle Securities Wealth Management first reported a position in Helen of Troy in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Helen of Troy position peaked at $23K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.