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Burt Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-10
Closed -$1K – 484
2016
Q1 		$1K Buy
+10
New +$529 ﹤0.01% 514

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Capital International Investors
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burt Wealth Advisors's HP Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2016, closing a stake of 10 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in HP in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 509 funds tracked by Wall St. Rank hold HP as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 10 Helmerich & Payne shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Helmerich & Payne in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Helmerich & Payne position peaked at $1K in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.