Wealthspire Advisors (Maryland)’s Helix Energy Solutions HLX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,057	Closed	-$8K	–	1121
2019 Q1	$8K	Hold	1,057	–	–	﹤0.01%	1626
2018 Q4	$6K	Buy	1,057 +492	+87%	+$4.01K	﹤0.01%	1660
2018 Q3	$6K	Hold	565	–	–	﹤0.01%	1728
2018 Q2	$5K	Hold	565	–	–	﹤0.01%	1787
2018 Q1	$3K	Hold	565	–	–	﹤0.01%	2023
2017 Q4	$4K	Buy	565 +483	+589%	+$3.42K	﹤0.01%	1902
2017 Q3	$1K	Buy	+82	New	+$519	﹤0.01%	2098
2016 Q1	–	Sell	-61	Closed	–	–	1786
2015 Q4	$0	Buy	+61	New	+$354	﹤0.01%	1738

Other funds holding HLX

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s HLX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Helix Energy Solutions (HLX) in Q2 2019, closing a stake of 1,057 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in HLX in Q4 2015 and held it in 8 quarters. The position peaked at $8K in Q1 2019. 199 funds tracked by Wall St. Rank hold HLX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Helix Energy Solutions position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,057 Helix Energy Solutions shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Helix Energy Solutions in Q4 2015 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Helix Energy Solutions position peaked at $8K in Q1 2019.
199 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.