Birch Hill Investment Advisors’s Helmerich & Payne HP Stock Holding History

Birch Hill Investment Advisors’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 Q1	–	Sell	-3,800	Closed	-$246K	–	144
2017 Q4	$246K	Buy	+3,800	New	+$213K	0.02%	123
2017 Q3	–	Sell	-3,800	Closed	-$206K	–	127
2017 Q2	$206K	Hold	3,800	–	–	0.02%	124
2017 Q1	$253K	Hold	3,800	–	–	0.02%	118
2016 Q4	$294K	Hold	3,800	–	–	0.03%	114
2016 Q3	$256K	Sell	3,800 -200	-5%	-$12.6K	0.02%	117
2016 Q2	$269K	Hold	4,000	–	–	0.03%	119
2016 Q1	$235K	Hold	4,000	–	–	0.02%	119
2015 Q4	$214K	Buy	+4,000	New	+$221K	0.02%	125
2015 Q3	–	Sell	-4,000	Closed	-$282K	–	134
2015 Q2	$282K	Hold	4,000	–	–	0.03%	123
2015 Q1	$272K	Hold	4,000	–	–	0.03%	123
2014 Q4	$270K	Sell	4,000 -400	-9%	-$31.2K	0.03%	126
2014 Q3	$431K	Hold	4,400	–	–	0.05%	104
2014 Q2	$511K	Sell	4,400 -100	-2%	-$11K	0.05%	100
2014 Q1	$484K	Hold	4,500	–	–	0.05%	99
2013 Q4	$378K	Hold	4,500	–	–	0.04%	110
2013 Q3	$310K	Hold	4,500	–	–	0.04%	114
2013 Q2	$281K	Buy	+4,500	New	+$277K	0.04%	118

Other funds holding HP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Birch Hill Investment Advisors's HP Position: Q1 2018 in Review

Birch Hill Investment Advisors sold out of Helmerich & Payne (HP) in Q1 2018, closing a stake of 3,800 shares — an estimated $246K sold.

Birch Hill Investment Advisors first reported a position in HP in Q2 2013 and held it in 17 quarters. The position peaked at $511K in Q2 2014. 538 funds tracked by Wall St. Rank hold HP as of Q1 2018.

Birch Hill Investment Advisors reported no remaining Helmerich & Payne position as of Q1 2018 after selling out during the quarter.
Birch Hill Investment Advisors sold 3,800 Helmerich & Payne shares in Q1 2018, an estimated $246K.
Birch Hill Investment Advisors first reported a position in Helmerich & Payne in Q2 2013 and held it in 17 quarters.
Birch Hill Investment Advisors's Helmerich & Payne position peaked at $511K in Q2 2014.
538 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2018.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.