WIL
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Winifred I. Li’s Helix Energy Solutions HLX Stock Holding History

Winifred I. Li’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
2014
Q4 		$59K Hold
2,730
– – 0.06% 257
2014
Q3 		$60K Hold
2,730
– – 0.06% 259
2014
Q2 		$72K Hold
2,730
– – 0.06% 250
2014
Q1 		$63K Hold
2,730
– – 0.05% 257
2013
Q4 		$63K Hold
2,730
– – 0.05% 251
2013
Q3 		$69K Hold
2,730
– – 0.06% 232
2013
Q2 		$63K Buy
+2,730
New +$63.7K 0.06% 246

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winifred I. Li's HLX Position: Q4 2014 in Review

Winifred I. Li held its Helix Energy Solutions (HLX) position steady in Q4 2014 at 2,730 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #257.

Winifred I. Li first reported a position in HLX in Q2 2013 and has held it in 7 quarters since. The position peaked at $72K in Q2 2014. 233 funds tracked by Wall St. Rank hold HLX as of Q4 2014.

  • Winifred I. Li held 2,730 shares of Helix Energy Solutions worth $59K as of Q4 2014.
  • Winifred I. Li left its Helix Energy Solutions share count unchanged in Q4 2014.
  • Helix Energy Solutions made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #257 holding.
  • Winifred I. Li first reported a position in Helix Energy Solutions in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Helix Energy Solutions position peaked at $72K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.