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Bellwether Investment Group’s Helmerich & Payne HP Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-205
Closed -$16K – 855
2016
Q4 		$16K Buy
+205
New +$14.6K 0.01% 511
2016
Q2 		$14K Buy
+205
New +$12.7K 0.02% 365

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Capital World Investors
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State Street
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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 $544B AUM 28.31% 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

Bellwether Investment Group's HP Position: Q1 2017 in Review

Bellwether Investment Group sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 205 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in HP in Q2 2016 and held it in 2 quarters. The position peaked at $16K in Q4 2016. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

  • Bellwether Investment Group reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 205 Helmerich & Payne shares in Q1 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Helmerich & Payne in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Helmerich & Payne position peaked at $16K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.