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WealthTrust-Arizona’s Helix Energy Solutions HLX Stock Holding History

WealthTrust-Arizona’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
2015
Q1 		– Sell
-323
Closed -$7K – 660
2014
Q4 		$7K Hold
323
– – 0.01% 444
2014
Q3 		$7K Hold
323
– – 0.01% 456
2014
Q2 		$8K Buy
+323
New +$7.68K 0.01% 441

Other funds holding HLX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's HLX Position: Q1 2015 in Review

WealthTrust-Arizona sold out of Helix Energy Solutions (HLX) in Q1 2015, closing a stake of 323 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in HLX in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 212 funds tracked by Wall St. Rank hold HLX as of Q1 2015.

  • WealthTrust-Arizona reported no remaining Helix Energy Solutions position as of Q1 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 323 Helix Energy Solutions shares in Q1 2015, an estimated $7K.
  • WealthTrust-Arizona first reported a position in Helix Energy Solutions in Q2 2014 and held it in 3 quarters.
  • WealthTrust-Arizona's Helix Energy Solutions position peaked at $8K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2015.

Based on WealthTrust-Arizona's 13F filing for Q1 2015, filed 24 Apr 2015.