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Zacks Investment Management’s Helix Energy Solutions HLX Stock Holding History

Zacks Investment Management’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
2018
Q4 		– Sell
-128,191
Closed -$1.27M – 542
2018
Q3 		$1.27M Buy
+128,191
New +$1.17M 0.03% 356
2014
Q4 		– Sell
-11,947
Closed -$264K – 680
2014
Q3 		$264K Sell
11,947
-6,972
-37% -$178K 0.01% 568
2014
Q2 		$498K Sell
18,919
-18,940
-50% -$451K 0.02% 432
2014
Q1 		$870K Buy
37,859
+5,378
+17% +$120K 0.03% 281
2013
Q4 		$753K Buy
+32,481
New +$757K 0.03% 292

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zacks Investment Management's HLX Position: Q4 2018 in Review

Zacks Investment Management sold out of Helix Energy Solutions (HLX) in Q4 2018, closing a stake of 128,191 shares — an estimated $1.27M sold.

Zacks Investment Management first reported a position in HLX in Q4 2013 and held it in 5 quarters. The position peaked at $1.27M in Q3 2018. 222 funds tracked by Wall St. Rank hold HLX as of Q4 2018.

  • Zacks Investment Management reported no remaining Helix Energy Solutions position as of Q4 2018 after selling out during the quarter.
  • Zacks Investment Management sold 128,191 Helix Energy Solutions shares in Q4 2018, an estimated $1.27M.
  • Zacks Investment Management first reported a position in Helix Energy Solutions in Q4 2013 and held it in 5 quarters.
  • Zacks Investment Management's Helix Energy Solutions position peaked at $1.27M in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.