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Wilbanks Smith & Thomas Asset Management’s Helen of Troy HELE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-11
Closed -$1K – 751
2018
Q3 		$1K Buy
+11
New +$1.3K ﹤0.01% 1518

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HELE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 11 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HELE in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11 Helen of Troy shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Helen of Troy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Helen of Troy position peaked at $1K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.