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Gideon Capital Advisors’s Helmerich & Payne HP Stock Holding History

Gideon Capital 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
2019
Q1 		– Sell
-11,605
Closed -$556K – 432
2018
Q4 		$556K Buy
+11,605
New +$713K 0.23% 134
2018
Q2 		– Sell
-4,792
Closed -$319K – 420
2018
Q1 		$319K Buy
+4,792
New +$323K 0.2% 212
2017
Q2 		– Sell
-9,572
Closed -$637K – 319
2017
Q1 		$637K Buy
9,572
+5,419
+130% +$386K 0.38% 59
2016
Q4 		$322K Buy
+4,153
New +$295K 0.21% 227

Other funds holding HP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's HP Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Helmerich & Payne (HP) in Q1 2019, closing a stake of 11,605 shares — an estimated $556K sold.

Gideon Capital Advisors first reported a position in HP in Q4 2016 and held it in 4 quarters. The position peaked at $637K in Q1 2017. 516 funds tracked by Wall St. Rank hold HP as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Helmerich & Payne position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 11,605 Helmerich & Payne shares in Q1 2019, an estimated $556K.
  • Gideon Capital Advisors first reported a position in Helmerich & Payne in Q4 2016 and held it in 4 quarters.
  • Gideon Capital Advisors's Helmerich & Payne position peaked at $637K in Q1 2017.
  • 516 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.