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

MinichMacGregor 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 Q2	–	Sell	-1,204	Closed	-$80K	–	552
2018 Q1	$80K	Buy	+1,204	New	+$81.2K	0.06%	81
2017 Q2	–	Sell	-3	Closed	–	–	489
2017 Q1	$0	Sell	3 -1,317	-100%	-$93.8K	﹤0.01%	473
2016 Q4	$102K	Buy	+1,320	New	+$93.8K	0.1%	62
2016 Q1	–	Sell	-1,023	Closed	-$74K	–	453
2015 Q4	$74K	Buy	+1,023	New	+$56.6K	0.07%	78

Other funds holding HP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's HP Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 1,204 shares — an estimated $80K sold.

MinichMacGregor Wealth Management first reported a position in HP in Q4 2015 and held it in 4 quarters. The position peaked at $102K in Q4 2016. 550 funds tracked by Wall St. Rank hold HP as of Q2 2018.

MinichMacGregor Wealth Management reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,204 Helmerich & Payne shares in Q2 2018, an estimated $80K.
MinichMacGregor Wealth Management first reported a position in Helmerich & Payne in Q4 2015 and held it in 4 quarters.
MinichMacGregor Wealth Management's Helmerich & Payne position peaked at $102K in Q4 2016.
550 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.