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Leavell Investment Management’s Helmerich & Payne HP Stock Holding History

Leavell Investment 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
2017
Q2 		– Sell
-4,200
Closed -$280K – 372
2017
Q1 		$280K Buy
4,200
+200
+5% +$14.2K 0.04% 314
2016
Q4 		$310K Hold
4,000
– – 0.04% 299
2016
Q3 		$269K Buy
+4,000
New +$251K 0.04% 321

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Artisan Partners
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Bank of New York Mellon
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PP
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Leavell Investment Management's HP Position: Q2 2017 in Review

Leavell Investment Management sold out of Helmerich & Payne (HP) in Q2 2017, closing a stake of 4,200 shares — an estimated $280K sold.

Leavell Investment Management first reported a position in HP in Q3 2016 and held it in 3 quarters. The position peaked at $310K in Q4 2016. 478 funds tracked by Wall St. Rank hold HP as of Q2 2017.

  • Leavell Investment Management reported no remaining Helmerich & Payne position as of Q2 2017 after selling out during the quarter.
  • Leavell Investment Management sold 4,200 Helmerich & Payne shares in Q2 2017, an estimated $280K.
  • Leavell Investment Management first reported a position in Helmerich & Payne in Q3 2016 and held it in 3 quarters.
  • Leavell Investment Management's Helmerich & Payne position peaked at $310K in Q4 2016.
  • 478 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2017.

Based on Leavell Investment Management's 13F filing for Q2 2017, filed 13 Jul 2017.