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Financial Gravity Companies’s Helmerich & Payne HP Stock Holding History

Financial Gravity Companies’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
-173
Closed -$12K – 1497
2017
Q4 		$12K Buy
+173
New +$9.7K 0.01% 550

Other funds holding HP

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Financial Gravity Companies's HP Position: Q1 2018 in Review

Financial Gravity Companies sold out of Helmerich & Payne (HP) in Q1 2018, closing a stake of 173 shares — an estimated $12K sold.

Financial Gravity Companies first reported a position in HP in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 538 funds tracked by Wall St. Rank hold HP as of Q1 2018.

  • Financial Gravity Companies reported no remaining Helmerich & Payne position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 173 Helmerich & Payne shares in Q1 2018, an estimated $12K.
  • Financial Gravity Companies first reported a position in Helmerich & Payne in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Helmerich & Payne position peaked at $12K in Q4 2017.
  • 538 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.