Guardian Investor Services’s Helmerich & Payne HP Stock Holding History

Guardian Investor 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
2015 Q1	$51K	Hold	747	–	–	0.04%	441
2014 Q4	$50K	Sell	747 -20	-3%	-$1.56K	0.04%	440
2014 Q3	$75K	Sell	767 -50	-6%	-$5.31K	0.06%	349
2014 Q2	$95K	Sell	817 -29	-3%	-$3.18K	0.07%	317
2014 Q1	$91K	Sell	846 -18	-2%	-$1.67K	0.07%	325
2013 Q4	$73K	Hold	864	–	–	0.06%	372
2013 Q3	$60K	Hold	864	–	–	0.05%	401
2013 Q2	$54K	Buy	+864	New	+$53.2K	0.05%	406

Other funds holding HP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Investor Services's HP Position: Q1 2015 in Review

Guardian Investor Services held its Helmerich & Payne (HP) position steady in Q1 2015 at 747 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #441.

Guardian Investor Services first reported a position in HP in Q2 2013 and has held it in 8 quarters since. The position peaked at $95K in Q2 2014. 499 funds tracked by Wall St. Rank hold HP as of Q1 2015.

Guardian Investor Services held 747 shares of Helmerich & Payne worth $51K as of Q1 2015.
Guardian Investor Services left its Helmerich & Payne share count unchanged in Q1 2015.
Helmerich & Payne made up 0.04% of Guardian Investor Services's portfolio in Q1 2015, its #441 holding.
Guardian Investor Services first reported a position in Helmerich & Payne in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Helmerich & Payne position peaked at $95K in Q2 2014.
499 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.