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Chicago Partners Investment Group’s Helmerich & Payne HP Stock Holding History

Chicago Partners 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
2018
Q4 		– Sell
-1,420
Closed -$87K – 585
2018
Q3 		$87K Hold
1,420
– – 0.01% 435
2018
Q2 		$91K Hold
1,420
– – 0.01% 399
2018
Q1 		$95K Buy
1,420
+50
+4% +$3.37K 0.02% 359
2017
Q4 		$89K Hold
1,370
– – 0.01% 369
2017
Q3 		$71K Buy
+1,370
New +$67.8K 0.01% 387

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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
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Invesco
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Chicago Partners Investment Group's HP Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 1,420 shares — an estimated $87K sold.

Chicago Partners Investment Group first reported a position in HP in Q3 2017 and held it in 5 quarters. The position peaked at $95K in Q1 2018. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,420 Helmerich & Payne shares in Q4 2018, an estimated $87K.
  • Chicago Partners Investment Group first reported a position in Helmerich & Payne in Q3 2017 and held it in 5 quarters.
  • Chicago Partners Investment Group's Helmerich & Payne position peaked at $95K in Q1 2018.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.