EWM
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Elite Wealth Management’s Helmerich & Payne HP Stock Holding History

Elite Wealth Management’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
Q1 		– Sell
-68
Closed -$6K – 478
2013
Q4 		$6K Buy
+68
New +$5.29K ﹤0.01% 424

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BIT
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LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Elite Wealth Management's HP Position: Q1 2014 in Review

Elite Wealth Management sold out of Helmerich & Payne (HP) in Q1 2014, closing a stake of 68 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in HP in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 576 funds tracked by Wall St. Rank hold HP as of Q1 2014.

  • Elite Wealth Management reported no remaining Helmerich & Payne position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 68 Helmerich & Payne shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Helmerich & Payne in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Helmerich & Payne position peaked at $6K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.