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Independent Portfolio Consultants’s Helmerich & Payne HP Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-150
Closed -$10K – 812
2017
Q1 		$10K Hold
150
– – ﹤0.01% 751
2016
Q4 		$12K Hold
150
– – ﹤0.01% 691
2016
Q3 		$10K Sell
150
-1,625
-92% -$102K ﹤0.01% 679
2016
Q2 		$119K Buy
1,775
+125
+8% +$7.72K 0.04% 420
2016
Q1 		$97K Buy
1,650
+1,080
+189% +$57.1K 0.03% 479
2015
Q4 		$31K Buy
570
+240
+73% +$13.3K 0.01% 638
2015
Q3 		$16K Sell
330
-130
-28% -$7.36K ﹤0.01% 686
2015
Q2 		$32K Buy
460
+255
+124% +$18.8K 0.01% 677
2015
Q1 		$14K Sell
205
-2,555
-93% -$167K ﹤0.01% 709
2014
Q4 		$186K Sell
2,760
-905
-25% -$70.5K 0.04% 388
2014
Q3 		$359K Sell
3,665
-150
-4% -$15.9K 0.1% 351
2014
Q2 		$443K Sell
3,815
-1,175
-24% -$129K 0.12% 271
2014
Q1 		$536K Sell
4,990
-1,835
-27% -$171K 0.17% 202
2013
Q4 		$574K Buy
+6,825
New +$531K 0.2% 176

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Portfolio Consultants's HP Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Helmerich & Payne (HP) in Q2 2017, closing a stake of 150 shares — an estimated $10K sold.

Independent Portfolio Consultants first reported a position in HP in Q4 2013 and held it in 14 quarters. The position peaked at $574K in Q4 2013. 478 funds tracked by Wall St. Rank hold HP as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Helmerich & Payne position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 150 Helmerich & Payne shares in Q2 2017, an estimated $10K.
  • Independent Portfolio Consultants first reported a position in Helmerich & Payne in Q4 2013 and held it in 14 quarters.
  • Independent Portfolio Consultants's Helmerich & Payne position peaked at $574K in Q4 2013.
  • 478 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.