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First Business Financial Services’s Helmerich & Payne HP Stock Holding History

First Business Financial Services’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
Q4 		– Sell
-2,488
Closed -$244K – 75
2014
Q3 		$244K Buy
2,488
+233
+10% +$24.8K 0.09% 63
2014
Q2 		$262K Buy
+2,255
New +$247K 0.1% 42

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AIG
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BIT
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Business Financial Services's HP Position: Q4 2014 in Review

First Business Financial Services sold out of Helmerich & Payne (HP) in Q4 2014, closing a stake of 2,488 shares — an estimated $244K sold.

First Business Financial Services first reported a position in HP in Q2 2014 and held it in 2 quarters. The position peaked at $262K in Q2 2014. 526 funds tracked by Wall St. Rank hold HP as of Q4 2014.

  • First Business Financial Services reported no remaining Helmerich & Payne position as of Q4 2014 after selling out during the quarter.
  • First Business Financial Services sold 2,488 Helmerich & Payne shares in Q4 2014, an estimated $244K.
  • First Business Financial Services first reported a position in Helmerich & Payne in Q2 2014 and held it in 2 quarters.
  • First Business Financial Services's Helmerich & Payne position peaked at $262K in Q2 2014.
  • 526 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2014.

Based on First Business Financial Services's 13F filing for Q4 2014, filed 3 Feb 2015.