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McCollum Christoferson Group’s Helmerich & Payne HP Stock Holding History

McCollum Christoferson Group’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
Q4 		– Sell
-3,230
Closed -$222K – 68
2018
Q3 		$222K Hold
3,230
– – 0.08% 67
2018
Q2 		$206K Hold
3,230
– – 0.08% 70
2018
Q1 		$215K Hold
3,230
– – 0.09% 71
2017
Q4 		$209K Buy
+3,230
New +$181K 0.09% 71

Other funds holding HP

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McCollum Christoferson Group's HP Position: Q4 2018 in Review

McCollum Christoferson Group sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 3,230 shares — an estimated $222K sold.

McCollum Christoferson Group first reported a position in HP in Q4 2017 and held it in 4 quarters. The position peaked at $222K in Q3 2018. 511 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • McCollum Christoferson Group reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • McCollum Christoferson Group sold 3,230 Helmerich & Payne shares in Q4 2018, an estimated $222K.
  • McCollum Christoferson Group first reported a position in Helmerich & Payne in Q4 2017 and held it in 4 quarters.
  • McCollum Christoferson Group's Helmerich & Payne position peaked at $222K in Q3 2018.
  • 511 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on McCollum Christoferson Group's 13F filing for Q4 2018, filed 15 Jan 2019.