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Wright Investors Service’s Helix Energy Solutions HLX Stock Holding History

Wright Investors Service’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
2013
Q4 		– Sell
-19,005
Closed -$482K – 227
2013
Q3 		$482K Sell
19,005
-1,000
-5% -$25.7K 0.22% 142
2013
Q2 		$461K Buy
+20,005
New +$467K 0.22% 136

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wright Investors Service's HLX Position: Q4 2013 in Review

Wright Investors Service sold out of Helix Energy Solutions (HLX) in Q4 2013, closing a stake of 19,005 shares — an estimated $482K sold.

Wright Investors Service first reported a position in HLX in Q2 2013 and held it in 2 quarters. The position peaked at $482K in Q3 2013. 217 funds tracked by Wall St. Rank hold HLX as of Q4 2013.

  • Wright Investors Service reported no remaining Helix Energy Solutions position as of Q4 2013 after selling out during the quarter.
  • Wright Investors Service sold 19,005 Helix Energy Solutions shares in Q4 2013, an estimated $482K.
  • Wright Investors Service first reported a position in Helix Energy Solutions in Q2 2013 and held it in 2 quarters.
  • Wright Investors Service's Helix Energy Solutions position peaked at $482K in Q3 2013.
  • 217 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2013.

Based on Wright Investors Service's 13F filing for Q4 2013, filed 28 Jan 2014.