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Ancora Advisors’s Helmerich & Payne HP Stock Holding History

Ancora 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
2018
Q4 		– Sell
-30
Closed -$2K – 868
2018
Q3 		$2K Buy
+30
New +$1.92K ﹤0.01% 1304
2014
Q3 		– Sell
-2,000
Closed -$232K – 478
2014
Q2 		$232K Sell
2,000
-500
-20% -$54.8K 0.03% 415
2014
Q1 		$269K Sell
2,500
-500
-17% -$46.5K 0.04% 368
2013
Q4 		$252K Hold
3,000
– – 0.04% 358
2013
Q3 		$207K Buy
+3,000
New +$198K 0.04% 366

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

Ancora Advisors's HP Position: Q4 2018 in Review

Ancora Advisors sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

Ancora Advisors first reported a position in HP in Q3 2013 and held it in 5 quarters. The position peaked at $269K in Q1 2014. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Ancora Advisors reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 30 Helmerich & Payne shares in Q4 2018, an estimated $2K.
  • Ancora Advisors first reported a position in Helmerich & Payne in Q3 2013 and held it in 5 quarters.
  • Ancora Advisors's Helmerich & Payne position peaked at $269K in Q1 2014.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.