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Marvin & Palmer Associates’s Helmerich & Payne HP Stock Holding History

Marvin & Palmer Associates’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
2014
Q3 		– Sell
-15,740
Closed -$1.83M – 72
2014
Q2 		$1.83M Sell
15,740
-200
-1% -$21.9K 1.59% 23
2014
Q1 		$1.72M Sell
15,940
-460
-3% -$42.8K 1.5% 28
2013
Q4 		$1.38M Buy
+16,400
New +$1.28M 0.83% 53

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Marvin & Palmer Associates's HP Position: Q3 2014 in Review

Marvin & Palmer Associates sold out of Helmerich & Payne (HP) in Q3 2014, closing a stake of 15,740 shares — an estimated $1.83M sold.

Marvin & Palmer Associates first reported a position in HP in Q4 2013 and held it in 3 quarters. The position peaked at $1.83M in Q2 2014. 572 funds tracked by Wall St. Rank hold HP as of Q3 2014.

  • Marvin & Palmer Associates reported no remaining Helmerich & Payne position as of Q3 2014 after selling out during the quarter.
  • Marvin & Palmer Associates sold 15,740 Helmerich & Payne shares in Q3 2014, an estimated $1.83M.
  • Marvin & Palmer Associates first reported a position in Helmerich & Payne in Q4 2013 and held it in 3 quarters.
  • Marvin & Palmer Associates's Helmerich & Payne position peaked at $1.83M in Q2 2014.
  • 572 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2014.

Based on Marvin & Palmer Associates's 13F filing for Q3 2014, filed 13 Nov 2014.