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JNBA Financial Advisors’s Helmerich & Payne HP Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-333
Closed -$22K – 851
2016
Q3 		$22K Buy
+333
New +$20.9K ﹤0.01% 777
2015
Q3 		– Sell
-100
Closed -$7K – 536
2015
Q2 		$7K Hold
100
– – ﹤0.01% 377
2015
Q1 		$7K Hold
100
– – ﹤0.01% 386
2014
Q4 		$7K Hold
100
– – ﹤0.01% 392
2014
Q3 		$10K Hold
100
– – ﹤0.01% 368
2014
Q2 		$12K Hold
100
– – 0.01% 331
2014
Q1 		$11K Buy
+100
New +$9.3K 0.01% 316

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JNBA Financial Advisors's HP Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Helmerich & Payne (HP) in Q4 2016, closing a stake of 333 shares — an estimated $22K sold.

JNBA Financial Advisors first reported a position in HP in Q1 2014 and held it in 7 quarters. The position peaked at $22K in Q3 2016. 558 funds tracked by Wall St. Rank hold HP as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Helmerich & Payne position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 333 Helmerich & Payne shares in Q4 2016, an estimated $22K.
  • JNBA Financial Advisors first reported a position in Helmerich & Payne in Q1 2014 and held it in 7 quarters.
  • JNBA Financial Advisors's Helmerich & Payne position peaked at $22K in Q3 2016.
  • 558 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.