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

Meridian 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
2018
Q1 		– Sell
-4,160
Closed -$217K – 186
2017
Q4 		$217K Hold
4,160
– – 0.13% 159
2017
Q3 		$217K Buy
+4,160
New +$206K 0.14% 154
2017
Q2 		– Sell
-3,550
Closed -$236K – 171
2017
Q1 		$236K Buy
+3,550
New +$253K 0.14% 145

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Meridian Wealth Management's HP Position: Q1 2018 in Review

Meridian Wealth Management sold out of Helmerich & Payne (HP) in Q1 2018, closing a stake of 4,160 shares — an estimated $217K sold.

Meridian Wealth Management first reported a position in HP in Q1 2017 and held it in 3 quarters. The position peaked at $236K in Q1 2017. 538 funds tracked by Wall St. Rank hold HP as of Q1 2018.

  • Meridian Wealth Management reported no remaining Helmerich & Payne position as of Q1 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 4,160 Helmerich & Payne shares in Q1 2018, an estimated $217K.
  • Meridian Wealth Management first reported a position in Helmerich & Payne in Q1 2017 and held it in 3 quarters.
  • Meridian Wealth Management's Helmerich & Payne position peaked at $236K in Q1 2017.
  • 538 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.