IWM
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IHT Wealth Management’s Helmerich & Payne HP Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-145
Closed -$9K – 831
2018
Q1 		$9K Sell
145
-54
-27% -$3.64K ﹤0.01% 1215
2017
Q4 		$14K Buy
199
+114
+134% +$6.39K ﹤0.01% 1090
2017
Q3 		$4K Hold
85
– – ﹤0.01% 1122
2017
Q2 		$2 Buy
+85
New +$4.98K ﹤0.01% 1224

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IHT Wealth Management's HP Position: Q2 2018 in Review

IHT Wealth Management sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 145 shares — an estimated $9K sold.

IHT Wealth Management first reported a position in HP in Q2 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 550 funds tracked by Wall St. Rank hold HP as of Q2 2018.

  • IHT Wealth Management reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 145 Helmerich & Payne shares in Q2 2018, an estimated $9K.
  • IHT Wealth Management first reported a position in Helmerich & Payne in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Helmerich & Payne position peaked at $14K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.