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WFG Advisors’s Helix Energy Solutions HLX Stock Holding History

WFG Advisors’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
2016
Q1 		– Sell
-378
Closed -$2K – 1588
2015
Q4 		$2K Hold
378
– – ﹤0.01% 1367
2015
Q3 		$2K Hold
378
– – ﹤0.01% 1413
2015
Q2 		$5K Hold
378
– – ﹤0.01% 1343
2015
Q1 		$6K Buy
+378
New +$6.38K ﹤0.01% 1314
2014
Q4 		– Sell
-65
Closed -$1K – 2145
2014
Q3 		$1K Sell
65
-186
-74% -$4.75K ﹤0.01% 1977
2014
Q2 		$7K Hold
251
– – ﹤0.01% 1572
2014
Q1 		$6K Hold
251
– – ﹤0.01% 1588
2013
Q4 		$6K Buy
251
+65
+35% +$1.52K ﹤0.01% 1711
2013
Q3 		$5K Hold
186
– – ﹤0.01% 1732
2013
Q2 		$4K Buy
+186
New +$4.34K ﹤0.01% 1722

Other funds holding HLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's HLX Position: Q1 2016 in Review

WFG Advisors sold out of Helix Energy Solutions (HLX) in Q1 2016, closing a stake of 378 shares — an estimated $2K sold.

WFG Advisors first reported a position in HLX in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q2 2014. 184 funds tracked by Wall St. Rank hold HLX as of Q1 2016.

  • WFG Advisors reported no remaining Helix Energy Solutions position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 378 Helix Energy Solutions shares in Q1 2016, an estimated $2K.
  • WFG Advisors first reported a position in Helix Energy Solutions in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Helix Energy Solutions position peaked at $7K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.