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Ground Swell Capital’s Helmerich & Payne HP Stock Holding History

Ground Swell Capital’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
Q3 		$28K Buy
284
+164
+137% +$17.4K 0.05% 392
2014
Q2 		$14K Buy
+120
New +$13.1K 0.03% 562

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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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Ground Swell Capital's HP Position: Q3 2014 in Review

Ground Swell Capital increased its Helmerich & Payne (HP) stake by 137% in Q3 2014, buying an estimated $17.4K and bringing the position to 284 shares worth $28K. The position accounts for 0.05% of the portfolio, ranked #392.

Ground Swell Capital first reported a position in HP in Q2 2014 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold HP as of Q3 2014.

  • Ground Swell Capital held 284 shares of Helmerich & Payne worth $28K as of Q3 2014.
  • Ground Swell Capital bought 164 Helmerich & Payne shares in Q3 2014, an estimated $17.4K.
  • Helmerich & Payne made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #392 holding.
  • Ground Swell Capital first reported a position in Helmerich & Payne in Q2 2014 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.