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New York Life Trust’s Helmerich & Payne HP Stock Holding History

New York Life Trust’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
Q1 		– Sell
-1,340
Closed -$113K – 211
2013
Q4 		$113K Buy
+1,340
New +$104K 0.51% 63

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BIT
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

New York Life Trust's HP Position: Q1 2014 in Review

New York Life Trust sold out of Helmerich & Payne (HP) in Q1 2014, closing a stake of 1,340 shares — an estimated $113K sold.

New York Life Trust first reported a position in HP in Q4 2013 and held it in 1 quarter. The position peaked at $113K in Q4 2013. 576 funds tracked by Wall St. Rank hold HP as of Q1 2014.

  • New York Life Trust reported no remaining Helmerich & Payne position as of Q1 2014 after selling out during the quarter.
  • New York Life Trust sold 1,340 Helmerich & Payne shares in Q1 2014, an estimated $113K.
  • New York Life Trust first reported a position in Helmerich & Payne in Q4 2013 and held it in 1 quarter.
  • New York Life Trust's Helmerich & Payne position peaked at $113K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2014.

Based on New York Life Trust's 13F filing for Q1 2014, filed 15 May 2014.