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Beacon Financial Group’s Helmerich & Payne HP Stock Holding History

Beacon Financial Group’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
2013
Q4 		– Sell
-18,951
Closed -$1.31M – 183
2013
Q3 		$1.31M Buy
+18,951
New +$1.25M 0.28% 75

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
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Beacon Financial Group's HP Position: Q4 2013 in Review

Beacon Financial Group sold out of Helmerich & Payne (HP) in Q4 2013, closing a stake of 18,951 shares — an estimated $1.31M sold.

Beacon Financial Group first reported a position in HP in Q3 2013 and held it in 1 quarter. The position peaked at $1.31M in Q3 2013. 540 funds tracked by Wall St. Rank hold HP as of Q4 2013.

  • Beacon Financial Group reported no remaining Helmerich & Payne position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 18,951 Helmerich & Payne shares in Q4 2013, an estimated $1.31M.
  • Beacon Financial Group first reported a position in Helmerich & Payne in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's Helmerich & Payne position peaked at $1.31M in Q3 2013.
  • 540 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.