Evercore Wealth Management’s Helmerich & Payne HP Stock Holding History

Evercore 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
2018 Q1	–	Sell	-101	Closed	-$7K	–	537
2017 Q4	$7K	Sell	101 -42	-29%	-$2.35K	﹤0.01%	828
2017 Q3	$7K	Hold	143	–	–	﹤0.01%	813
2017 Q2	$8K	Sell	143 -210	-59%	-$12.3K	﹤0.01%	849
2017 Q1	$23K	Buy	353 +143	+68%	+$10.2K	﹤0.01%	733
2016 Q4	$16K	Buy	+210	New	+$14.9K	﹤0.01%	777
2015 Q1	–	Sell	-365	Closed	-$25K	–	1012
2014 Q4	$25K	Hold	365	–	–	﹤0.01%	638
2014 Q3	$35K	Hold	365	–	–	﹤0.01%	657
2014 Q2	$42K	Hold	365	–	–	﹤0.01%	637
2014 Q1	$39K	Hold	365	–	–	﹤0.01%	635
2013 Q4	$31K	Hold	365	–	–	﹤0.01%	624
2013 Q3	$25K	Hold	365	–	–	﹤0.01%	650
2013 Q2	$22K	Buy	+365	New	+$22.5K	﹤0.01%	645

Other funds holding HP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Evercore Wealth Management's HP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Helmerich & Payne (HP) in Q1 2018, closing a stake of 101 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in HP in Q2 2013 and held it in 12 quarters. The position peaked at $42K in Q2 2014. 538 funds tracked by Wall St. Rank hold HP as of Q1 2018.

Evercore Wealth Management reported no remaining Helmerich & Payne position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 101 Helmerich & Payne shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Helmerich & Payne in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's Helmerich & Payne position peaked at $42K in Q2 2014.
538 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.