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Advisors Preferred’s Helmerich & Payne HP Stock Holding History

Advisors Preferred’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
2014
Q3 		– Sell
-414
Closed -$48.1K – 275
2014
Q2 		$48.1K Sell
414
-2,063
-83% -$226K 0.02% 150
2014
Q1 		$266K Buy
2,477
+2,222
+871% +$207K 0.12% 125
2013
Q4 		$21K Buy
+255
New +$19.8K 0.01% 257

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BAMCO Inc
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisors Preferred's HP Position: Q3 2014 in Review

Advisors Preferred sold out of Helmerich & Payne (HP) in Q3 2014, closing a stake of 414 shares — an estimated $48.1K sold.

Advisors Preferred first reported a position in HP in Q4 2013 and held it in 3 quarters. The position peaked at $266K in Q1 2014. 572 funds tracked by Wall St. Rank hold HP as of Q3 2014.

  • Advisors Preferred reported no remaining Helmerich & Payne position as of Q3 2014 after selling out during the quarter.
  • Advisors Preferred sold 414 Helmerich & Payne shares in Q3 2014, an estimated $48.1K.
  • Advisors Preferred first reported a position in Helmerich & Payne in Q4 2013 and held it in 3 quarters.
  • Advisors Preferred's Helmerich & Payne position peaked at $266K in Q1 2014.
  • 572 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2014.

Based on Advisors Preferred's 13F filing for Q3 2014, filed 12 Nov 2014.