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Northwest & Ethical Investments’s Helmerich & Payne HP Stock Holding History

Northwest & Ethical Investments’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
2017
Q1 		– Sell
-13,046
Closed -$1.01M – 394
2016
Q4 		$1.01M Buy
+13,046
New +$927K 0.07% 261

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State Farm Mutual Automobile Insurance
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northwest & Ethical Investments's HP Position: Q1 2017 in Review

Northwest & Ethical Investments sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 13,046 shares — an estimated $1.01M sold.

Northwest & Ethical Investments first reported a position in HP in Q4 2016 and held it in 1 quarter. The position peaked at $1.01M in Q4 2016. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

  • Northwest & Ethical Investments reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 13,046 Helmerich & Payne shares in Q1 2017, an estimated $1.01M.
  • Northwest & Ethical Investments first reported a position in Helmerich & Payne in Q4 2016 and held it in 1 quarter.
  • Northwest & Ethical Investments's Helmerich & Payne position peaked at $1.01M in Q4 2016.
  • 541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on Northwest & Ethical Investments's 13F filing for Q1 2017, filed 8 Jul 2025.