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P.J. Schmidt Investment Management (PJS)’s Helmerich & Payne HP Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2015
Q2 		– Sell
-3,172
Closed -$216K – 157
2015
Q1 		$216K Sell
3,172
-1,196
-27% -$78.3K 0.08% 143
2014
Q4 		$294K Buy
+4,368
New +$340K 0.12% 129

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
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TIM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s HP Position: Q2 2015 in Review

P.J. Schmidt Investment Management (PJS) sold out of Helmerich & Payne (HP) in Q2 2015, closing a stake of 3,172 shares — an estimated $216K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in HP in Q4 2014 and held it in 2 quarters. The position peaked at $294K in Q4 2014. 493 funds tracked by Wall St. Rank hold HP as of Q2 2015.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Helmerich & Payne position as of Q2 2015 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 3,172 Helmerich & Payne shares in Q2 2015, an estimated $216K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Helmerich & Payne in Q4 2014 and held it in 2 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Helmerich & Payne position peaked at $294K in Q4 2014.
  • 493 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2015.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2015, filed 22 Jul 2015.