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Access Financial Services’s Helmerich & Payne HP Stock Holding History

Access Financial Services’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,800
Closed -$261K – 69
2018
Q3 		$261K Buy
+3,800
New +$243K 0.18% 62
2018
Q2 		– Sell
-4,300
Closed -$286K – 63
2018
Q1 		$286K Hold
4,300
– – 0.21% 61
2017
Q4 		$278K Hold
4,300
– – 0.19% 64
2017
Q3 		$224K Buy
4,300
+200
+5% +$9.89K 0.17% 67
2017
Q2 		$223K Buy
+4,100
New +$240K 0.18% 67

Other funds holding HP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Access Financial Services's HP Position: Q4 2018 in Review

Access Financial Services sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 3,800 shares — an estimated $261K sold.

Access Financial Services first reported a position in HP in Q2 2017 and held it in 5 quarters. The position peaked at $286K in Q1 2018. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Access Financial Services reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Access Financial Services sold 3,800 Helmerich & Payne shares in Q4 2018, an estimated $261K.
  • Access Financial Services first reported a position in Helmerich & Payne in Q2 2017 and held it in 5 quarters.
  • Access Financial Services's Helmerich & Payne position peaked at $286K in Q1 2018.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Access Financial Services's 13F filing for Q4 2018, filed 19 Feb 2019.