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Ironwood Financial’s Helmerich & Payne HP Stock Holding History

Ironwood Financial’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
2016
Q2 		– Sell
-39
Closed -$2K – 279
2016
Q1 		$2K Buy
+39
New +$2.06K ﹤0.01% 250

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BFA
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State Street
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AllianceBernstein
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ironwood Financial's HP Position: Q2 2016 in Review

Ironwood Financial sold out of Helmerich & Payne (HP) in Q2 2016, closing a stake of 39 shares — an estimated $2K sold.

Ironwood Financial first reported a position in HP in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 509 funds tracked by Wall St. Rank hold HP as of Q2 2016.

  • Ironwood Financial reported no remaining Helmerich & Payne position as of Q2 2016 after selling out during the quarter.
  • Ironwood Financial sold 39 Helmerich & Payne shares in Q2 2016, an estimated $2K.
  • Ironwood Financial first reported a position in Helmerich & Payne in Q1 2016 and held it in 1 quarter.
  • Ironwood Financial's Helmerich & Payne position peaked at $2K in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2016.

Based on Ironwood Financial's 13F filing for Q2 2016, filed 29 Jul 2016.