WEC
HLX icon

Winslow Evans & Crocker’s Helix Energy Solutions HLX Stock Holding History

Winslow Evans & Crocker’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 		– Sell
-500
Closed -$11K – 1350
2014
Q3 		$11K Hold
500
– – ﹤0.01% 874
2014
Q2 		$13.2K Sell
500
-300
-38% -$7.14K ﹤0.01% 782
2014
Q1 		$18.4K Sell
800
-13
-2% -$290 0.01% 692
2013
Q4 		$19K Buy
+813
New +$19K 0.01% 714

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

Winslow Evans & Crocker's HLX Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Helix Energy Solutions (HLX) in Q4 2014, closing a stake of 500 shares — an estimated $11K sold.

Winslow Evans & Crocker first reported a position in HLX in Q4 2013 and held it in 4 quarters. The position peaked at $19K in Q4 2013. 233 funds tracked by Wall St. Rank hold HLX as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Helix Energy Solutions position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 500 Helix Energy Solutions shares in Q4 2014, an estimated $11K.
  • Winslow Evans & Crocker first reported a position in Helix Energy Solutions in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's Helix Energy Solutions position peaked at $19K in Q4 2013.
  • 233 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.