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Buffington Mohr McNeal’s Helmerich & Payne HP Stock Holding History

Buffington Mohr McNeal’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
-1,640
Closed -$127K – 118
2016
Q4 		$127K Sell
1,640
-200
-11% -$14.2K 0.05% 143
2016
Q3 		$123K Sell
1,840
-65
-3% -$4.08K 0.05% 140
2016
Q2 		$128K Hold
1,905
– – 0.06% 140
2016
Q1 		$112K Hold
1,905
– – 0.05% 158
2015
Q4 		$102K Buy
+1,905
New +$105K 0.05% 138
2015
Q3 		– Sell
-2,105
Closed -$148K – 86
2015
Q2 		$148K Hold
2,105
– – 0.08% 75
2015
Q1 		$143K Sell
2,105
-250
-11% -$16.4K 0.08% 78
2014
Q4 		$159K Buy
+2,355
New +$183K 0.09% 65

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $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

Buffington Mohr McNeal's HP Position: Q1 2017 in Review

Buffington Mohr McNeal sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 1,640 shares — an estimated $127K sold.

Buffington Mohr McNeal first reported a position in HP in Q4 2014 and held it in 8 quarters. The position peaked at $159K in Q4 2014. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

  • Buffington Mohr McNeal reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 1,640 Helmerich & Payne shares in Q1 2017, an estimated $127K.
  • Buffington Mohr McNeal first reported a position in Helmerich & Payne in Q4 2014 and held it in 8 quarters.
  • Buffington Mohr McNeal's Helmerich & Payne position peaked at $159K in Q4 2014.
  • 541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on Buffington Mohr McNeal's 13F filing for Q1 2017, filed 3 May 2017.