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LBA Wealth Management’s Helmerich & Payne HP Stock Holding History

LBA 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
2015
Q4 		– Sell
-85
Closed -$4K – 415
2015
Q3 		$4K Hold
85
– – ﹤0.01% 296
2015
Q2 		$6K Hold
85
– – ﹤0.01% 266
2015
Q1 		$6K Hold
85
– – ﹤0.01% 262
2014
Q4 		$6K Hold
85
– – ﹤0.01% 247
2014
Q3 		$8K Hold
85
– – 0.01% 292
2014
Q2 		$10K Hold
85
– – 0.01% 208
2014
Q1 		$9K Hold
85
– – 0.01% 204
2013
Q4 		$7K Buy
+85
New +$6.62K 0.01% 231

Other funds holding HP

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Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $127B AUM 32.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

LBA Wealth Management's HP Position: Q4 2015 in Review

LBA Wealth Management sold out of Helmerich & Payne (HP) in Q4 2015, closing a stake of 85 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in HP in Q4 2013 and held it in 8 quarters. The position peaked at $10K in Q2 2014. 489 funds tracked by Wall St. Rank hold HP as of Q4 2015.

  • LBA Wealth Management reported no remaining Helmerich & Payne position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 85 Helmerich & Payne shares in Q4 2015, an estimated $4K.
  • LBA Wealth Management first reported a position in Helmerich & Payne in Q4 2013 and held it in 8 quarters.
  • LBA Wealth Management's Helmerich & Payne position peaked at $10K in Q2 2014.
  • 489 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2015.

Based on LBA Wealth Management's 13F filing for Q4 2015, filed 3 Feb 2016.