FineMark National Bank & Trust’s Helmerich & Payne HP Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-77	Closed	-$6K	–	642
2016 Q4	$6K	Hold	77	–	–	﹤0.01%	1033
2016 Q3	$5K	Hold	77	–	–	﹤0.01%	1057
2016 Q2	$5K	Hold	77	–	–	﹤0.01%	1072
2016 Q1	$5K	Hold	77	–	–	﹤0.01%	1036
2015 Q4	$4K	Hold	77	–	–	﹤0.01%	1070
2015 Q3	$4K	Sell	77 -10	-11%	-$566	﹤0.01%	1121
2015 Q2	$6K	Hold	87	–	–	﹤0.01%	1095
2015 Q1	$6K	Hold	87	–	–	﹤0.01%	1097
2014 Q4	$6K	Sell	87 -396	-82%	-$30.9K	﹤0.01%	1114
2014 Q3	$47K	Sell	483 -1	-0.2%	-$106	0.01%	643
2014 Q2	$56K	Sell	484 -350	-42%	-$38.3K	0.01%	597
2014 Q1	$90K	Sell	834 -61	-7%	-$5.67K	0.02%	478
2013 Q4	$76K	Buy	895 +16	+2%	+$1.25K	0.02%	487
2013 Q3	$60K	Sell	879 -53	-6%	-$3.5K	0.01%	533
2013 Q2	$58K	Buy	+932	New	+$57.4K	0.02%	524

Other funds holding HP

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FineMark National Bank & Trust's HP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 77 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in HP in Q2 2013 and held it in 15 quarters. The position peaked at $90K in Q1 2014. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 77 Helmerich & Payne shares in Q1 2017, an estimated $6K.
FineMark National Bank & Trust first reported a position in Helmerich & Payne in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Helmerich & Payne position peaked at $90K in Q1 2014.
541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.