AIA
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Alera Investment Advisors’s Helmerich & Payne HP Stock Holding History

Alera Investment Advisors’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
2019
Q1 		– Sell
-97
Closed -$5K – 1247
2018
Q4 		$5K Buy
+97
New +$5.96K ﹤0.01% 594

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's HP Position: Q1 2019 in Review

Alera Investment Advisors sold out of Helmerich & Payne (HP) in Q1 2019, closing a stake of 97 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in HP in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 516 funds tracked by Wall St. Rank hold HP as of Q1 2019.

  • Alera Investment Advisors reported no remaining Helmerich & Payne position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 97 Helmerich & Payne shares in Q1 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Helmerich & Payne in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Helmerich & Payne position peaked at $5K in Q4 2018.
  • 516 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.