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EFG Asset Management (Americas)’s Helmerich & Payne HP Stock Holding History

EFG Asset Management (Americas)’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
2014
Q4 		– Sell
-1,720
Closed -$170K – 225
2014
Q3 		$170K Buy
1,720
+461
+37% +$49K 0.17% 42
2014
Q2 		$146K Buy
1,259
+546
+77% +$59.8K 0.13% 40
2014
Q1 		$77K Buy
+713
New +$66.3K 0.06% 48

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BFA
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EFG Asset Management (Americas)'s HP Position: Q4 2014 in Review

EFG Asset Management (Americas) sold out of Helmerich & Payne (HP) in Q4 2014, closing a stake of 1,720 shares — an estimated $170K sold.

EFG Asset Management (Americas) first reported a position in HP in Q1 2014 and held it in 3 quarters. The position peaked at $170K in Q3 2014. 526 funds tracked by Wall St. Rank hold HP as of Q4 2014.

  • EFG Asset Management (Americas) reported no remaining Helmerich & Payne position as of Q4 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 1,720 Helmerich & Payne shares in Q4 2014, an estimated $170K.
  • EFG Asset Management (Americas) first reported a position in Helmerich & Payne in Q1 2014 and held it in 3 quarters.
  • EFG Asset Management (Americas)'s Helmerich & Payne position peaked at $170K in Q3 2014.
  • 526 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2014, filed 17 Feb 2015.