WFG Advisors’s Helen of Troy HELE Stock Holding History

WFG Advisors’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 Q1	–	Sell	-2	Closed	–	–	1900
2014 Q4	$0	Buy	+2	New	+$123	﹤0.01%	2143
2014 Q1	–	Sell	-14	Closed	-$1K	–	2081
2013 Q4	$1K	Buy	14 +9	+180%	+$422	﹤0.01%	2087
2013 Q3	$0	Buy	+5	New	+$210	﹤0.01%	2189

Other funds holding HELE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WFG Advisors's HELE Position: Q1 2015 in Review

WFG Advisors sold out of Helen of Troy (HELE) in Q1 2015, closing a stake of 2 shares.

WFG Advisors first reported a position in HELE in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 186 funds tracked by Wall St. Rank hold HELE as of Q1 2015.

WFG Advisors reported no remaining Helen of Troy position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2 Helen of Troy shares in Q1 2015.
WFG Advisors first reported a position in Helen of Troy in Q3 2013 and held it in 3 quarters.
WFG Advisors's Helen of Troy position peaked at $1K in Q4 2013.
186 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.