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Clearwater Capital Advisors’s Helmerich & Payne HP Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-100
Closed -$7K – 340
2018
Q1 		$7K Buy
+100
New +$6.75K ﹤0.01% 505

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearwater Capital Advisors's HP Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 100 shares — an estimated $7K sold.

Clearwater Capital Advisors first reported a position in HP in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 550 funds tracked by Wall St. Rank hold HP as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 100 Helmerich & Payne shares in Q2 2018, an estimated $7K.
  • Clearwater Capital Advisors first reported a position in Helmerich & Payne in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Helmerich & Payne position peaked at $7K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.