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Wealthfront’s Helen of Troy HELE Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-226
Closed -$20K – 602
2015
Q3 		$20K Buy
226
+82
+57% +$7.35K ﹤0.01% 746
2015
Q2 		$14K Buy
144
+115
+397% +$10.1K ﹤0.01% 742
2015
Q1 		$2K Buy
+29
New +$2.21K ﹤0.01% 996

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wealthfront's HELE Position: Q4 2015 in Review

Wealthfront sold out of Helen of Troy (HELE) in Q4 2015, closing a stake of 226 shares — an estimated $20K sold.

Wealthfront first reported a position in HELE in Q1 2015 and held it in 3 quarters. The position peaked at $20K in Q3 2015. 227 funds tracked by Wall St. Rank hold HELE as of Q4 2015.

  • Wealthfront reported no remaining Helen of Troy position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 226 Helen of Troy shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in Helen of Troy in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Helen of Troy position peaked at $20K in Q3 2015.
  • 227 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.