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Partnervest Advisory Services’s Helmerich & Payne HP Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-375
Closed -$26K – 1030
2013
Q3 		$26K Hold
375
– – 0.01% 395
2013
Q2 		$23K Buy
+375
New +$23.1K 0.01% 388

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's HP Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Helmerich & Payne (HP) in Q4 2013, closing a stake of 375 shares — an estimated $26K sold.

Partnervest Advisory Services first reported a position in HP in Q2 2013 and held it in 2 quarters. The position peaked at $26K in Q3 2013. 540 funds tracked by Wall St. Rank hold HP as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Helmerich & Payne position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 375 Helmerich & Payne shares in Q4 2013, an estimated $26K.
  • Partnervest Advisory Services first reported a position in Helmerich & Payne in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Helmerich & Payne position peaked at $26K in Q3 2013.
  • 540 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.