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

First Personal 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
2018
Q2 		– Sell
-180
Closed -$12K – 781
2018
Q1 		$12K Buy
+180
New +$12.1K ﹤0.01% 739
2017
Q1 		– Sell
-130
Closed -$10K – 905
2016
Q4 		$10K Buy
130
+80
+160% +$5.68K ﹤0.01% 708
2016
Q3 		$3K Sell
50
-60
-55% -$3.77K ﹤0.01% 743
2016
Q2 		$7K Buy
+110
New +$6.8K ﹤0.01% 635

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's HP Position: Q2 2018 in Review

First Personal Financial Services sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 180 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in HP in Q2 2016 and held it in 4 quarters. The position peaked at $12K in Q1 2018. 550 funds tracked by Wall St. Rank hold HP as of Q2 2018.

  • First Personal Financial Services reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 180 Helmerich & Payne shares in Q2 2018, an estimated $12K.
  • First Personal Financial Services first reported a position in Helmerich & Payne in Q2 2016 and held it in 4 quarters.
  • First Personal Financial Services's Helmerich & Payne position peaked at $12K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.