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Bedel Financial Consulting’s Helmerich & Payne HP Stock Holding History

Bedel Financial Consulting’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
-37
Closed -$2K – 694
2018
Q3 		$2K Sell
37
-44
-54% -$2.81K ﹤0.01% 612
2018
Q2 		$5K Sell
81
-25
-24% -$1.7K ﹤0.01% 545
2018
Q1 		$7K Buy
+106
New +$7.15K 0.01% 512

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Capital International Investors
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State Street
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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

Bedel Financial Consulting's HP Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 37 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in HP in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 37 Helmerich & Payne shares in Q4 2018, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Helmerich & Payne in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Helmerich & Payne position peaked at $7K in Q1 2018.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.