KF
HP icon

Krilogy Financial’s Helmerich & Payne HP Stock Holding History

Krilogy 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
2018
Q2 		– Sell
-23
Closed -$2K – 356
2018
Q1 		$2K Hold
23
– – ﹤0.01% 689
2017
Q4 		$1K Hold
23
– – ﹤0.01% 733
2017
Q3 		$1K Buy
+23
New +$1.14K ﹤0.01% 772
2016
Q2 		– Sell
-200
Closed -$12K – 751
2016
Q1 		$12K Sell
200
-607
-75% -$32.1K ﹤0.01% 452
2015
Q4 		$43K Sell
807
-143
-15% -$7.91K 0.04% 149
2015
Q3 		$45K Buy
+950
New +$53.8K 0.02% 215

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

Krilogy Financial's HP Position: Q2 2018 in Review

Krilogy Financial sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 23 shares — an estimated $2K sold.

Krilogy Financial first reported a position in HP in Q3 2015 and held it in 6 quarters. The position peaked at $45K in Q3 2015. 550 funds tracked by Wall St. Rank hold HP as of Q2 2018.

  • Krilogy Financial reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
  • Krilogy Financial sold 23 Helmerich & Payne shares in Q2 2018, an estimated $2K.
  • Krilogy Financial first reported a position in Helmerich & Payne in Q3 2015 and held it in 6 quarters.
  • Krilogy Financial's Helmerich & Payne position peaked at $45K in Q3 2015.
  • 550 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on Krilogy Financial's 13F filing for Q2 2018, filed 15 Aug 2018.