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Financial Architects (New Jersey)’s Helmerich & Payne HP Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-30
Closed -$2K – 1449
2018
Q2 		$2K Buy
+30
New +$2.04K ﹤0.01% 1210
2015
Q3 		– Sell
-12
Closed -$1K – 515
2015
Q2 		$1K Buy
+12
New +$887 ﹤0.01% 1157
2014
Q4 		– Sell
-56
Closed -$5K – 990
2014
Q3 		$5K Hold
56
– – ﹤0.01% 741
2014
Q2 		$7K Buy
+56
New +$6.13K ﹤0.01% 715

Other funds holding HP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Architects (New Jersey)'s HP Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Helmerich & Payne (HP) in Q3 2018, closing a stake of 30 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in HP in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q2 2014. 546 funds tracked by Wall St. Rank hold HP as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining Helmerich & Payne position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 30 Helmerich & Payne shares in Q3 2018, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Helmerich & Payne in Q2 2014 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Helmerich & Payne position peaked at $7K in Q2 2014.
  • 546 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.