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Foresters Investment Management’s Helmerich & Payne HP Stock Holding History

Foresters Investment Management’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
Q4 		– Sell
-1,089
Closed -$57K – 626
2017
Q3 		$57K Buy
1,089
+325
+43% +$16.1K ﹤0.01% 578
2017
Q2 		$42K Buy
+764
New +$44.8K ﹤0.01% 580

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Foresters Investment Management's HP Position: Q4 2017 in Review

Foresters Investment Management sold out of Helmerich & Payne (HP) in Q4 2017, closing a stake of 1,089 shares — an estimated $57K sold.

Foresters Investment Management first reported a position in HP in Q2 2017 and held it in 2 quarters. The position peaked at $57K in Q3 2017. 514 funds tracked by Wall St. Rank hold HP as of Q4 2017.

  • Foresters Investment Management reported no remaining Helmerich & Payne position as of Q4 2017 after selling out during the quarter.
  • Foresters Investment Management sold 1,089 Helmerich & Payne shares in Q4 2017, an estimated $57K.
  • Foresters Investment Management first reported a position in Helmerich & Payne in Q2 2017 and held it in 2 quarters.
  • Foresters Investment Management's Helmerich & Payne position peaked at $57K in Q3 2017.
  • 514 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2017.

Based on Foresters Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.