Aris Wealth Services’s Helmerich & Payne HP Stock Holding History

Aris Wealth 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
2015 Q3	–	Sell	-390	Closed	-$27K	–	434
2015 Q2	$27K	Hold	390	–	–	0.02%	287
2015 Q1	$27K	Buy	+390	New	+$25.5K	0.03%	288

Other funds holding HP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aris Wealth Services's HP Position: Q3 2015 in Review

Aris Wealth Services sold out of Helmerich & Payne (HP) in Q3 2015, closing a stake of 390 shares — an estimated $27K sold.

Aris Wealth Services first reported a position in HP in Q1 2015 and held it in 2 quarters. The position peaked at $27K in Q2 2015. 470 funds tracked by Wall St. Rank hold HP as of Q3 2015.

Aris Wealth Services reported no remaining Helmerich & Payne position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 390 Helmerich & Payne shares in Q3 2015, an estimated $27K.
Aris Wealth Services first reported a position in Helmerich & Payne in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Helmerich & Payne position peaked at $27K in Q2 2015.
470 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.