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Genesis Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$7.04K Hold
100
– – 0.01% 379
2015
Q1 		$6.82K Hold
100
– – 0.01% 372
2014
Q4 		$6.76K Buy
+100
New +$7.79K 0.01% 406

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genesis Wealth Advisors's HP Position: Q2 2015 in Review

Genesis Wealth Advisors held its Helmerich & Payne (HP) position steady in Q2 2015 at 100 shares worth $7.04K. The position accounts for 0.01% of the portfolio, ranked #379.

Genesis Wealth Advisors first reported a position in HP in Q4 2014 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold HP as of Q2 2015.

  • Genesis Wealth Advisors held 100 shares of Helmerich & Payne worth $7.04K as of Q2 2015.
  • Genesis Wealth Advisors left its Helmerich & Payne share count unchanged in Q2 2015.
  • Helmerich & Payne made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #379 holding.
  • Genesis Wealth Advisors first reported a position in Helmerich & Payne in Q4 2014 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.