YorkBridge Wealth Partners’s Helen of Troy HELE Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-17	Closed	-$2K	–	377
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	701
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	699
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	682
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	706
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	781
2018 Q1	$1K	Sell	17 -20	-54%	-$1.82K	﹤0.01%	816
2017 Q4	$3K	Sell	37 -65	-64%	-$5.99K	﹤0.01%	749
2017 Q3	$10K	Hold	102	–	–	0.01%	633
2017 Q2	$10K	Sell	102 -17	-14%	-$1.58K	0.01%	624
2017 Q1	$11K	Sell	119 -466	-80%	-$44K	0.01%	608
2016 Q4	$52K	Buy	+585	New	+$48.9K	0.03%	349

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's HELE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Helen of Troy (HELE) in Q3 2019, closing a stake of 17 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in HELE in Q4 2016 and held it in 11 quarters. The position peaked at $52K in Q4 2016. 252 funds tracked by Wall St. Rank hold HELE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Helen of Troy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 17 Helen of Troy shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Helen of Troy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Helen of Troy position peaked at $52K in Q4 2016.
252 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.