WCM Investment Management
HLIO icon

WCM Investment Management’s Helios Technologies HLIO Stock Holding History

WCM Investment Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-62,132
Closed -$2.06M – 146
2018
Q4 		$2.06M Sell
62,132
-39,812
-39% -$1.68M 0.02% 71
2018
Q3 		$5.58M Buy
101,944
+18,089
+22% +$916K 0.05% 52
2018
Q2 		$4.04M Sell
83,855
-11,338
-12% -$573K 0.04% 55
2018
Q1 		$5.1M Sell
95,193
-32,667
-26% -$1.93M 0.05% 55
2017
Q4 		$8.27M Buy
127,860
+94,885
+288% +$5.54M 0.09% 50
2017
Q3 		$1.78M Buy
32,975
+1,975
+6% +$91.6K 0.02% 65
2017
Q2 		$1.32M Buy
31,000
+755
+2% +$30.4K 0.02% 68
2017
Q1 		$1.09M Buy
30,245
+2,565
+9% +$96.1K 0.01% 100
2016
Q4 		$1.11M Buy
27,680
+11,715
+73% +$420K 0.01% 114
2016
Q3 		$515K Buy
+15,965
New +$482K 0.01% 147

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

WCM Investment Management's HLIO Position: Q1 2019 in Review

WCM Investment Management sold out of Helios Technologies (HLIO) in Q1 2019, closing a stake of 62,132 shares — an estimated $2.06M sold.

WCM Investment Management first reported a position in HLIO in Q3 2016 and held it in 10 quarters. The position peaked at $8.27M in Q4 2017. 113 funds tracked by Wall St. Rank hold HLIO as of Q1 2019.

  • WCM Investment Management reported no remaining Helios Technologies position as of Q1 2019 after selling out during the quarter.
  • WCM Investment Management sold 62,132 Helios Technologies shares in Q1 2019, an estimated $2.06M.
  • WCM Investment Management first reported a position in Helios Technologies in Q3 2016 and held it in 10 quarters.
  • WCM Investment Management's Helios Technologies position peaked at $8.27M in Q4 2017.
  • 113 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2019.

Based on WCM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.