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Asset Planning Services (Pennsylvania)’s Helmerich & Payne HP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q1 		– Sell
-1,400
Closed -$108K – 290
2016
Q4 		$108K Hold
1,400
– – 0.09% 88
2016
Q3 		$94K Sell
1,400
-1,300
-48% -$81.6K 0.08% 97
2016
Q2 		$181K Hold
2,700
– – 0.16% 67
2016
Q1 		$159K Buy
+2,700
New +$143K 0.14% 71

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HP Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 1,400 shares — an estimated $108K sold.

Asset Planning Services (Pennsylvania) first reported a position in HP in Q1 2016 and held it in 4 quarters. The position peaked at $181K in Q2 2016. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,400 Helmerich & Payne shares in Q1 2017, an estimated $108K.
  • Asset Planning Services (Pennsylvania) first reported a position in Helmerich & Payne in Q1 2016 and held it in 4 quarters.
  • Asset Planning Services (Pennsylvania)'s Helmerich & Payne position peaked at $181K in Q2 2016.
  • 541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.