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Winslow Evans & Crocker’s Helen of Troy HELE Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-10
Closed -$2K – 1231
2019
Q1 		$2K Buy
+10
New +$1.15K ﹤0.01% 1164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's HELE Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 10 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in HELE in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 10 Helen of Troy shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Helen of Troy in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Helen of Troy position peaked at $2K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.