Polaris Wealth Advisory Group’s Helmerich & Payne HP Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-190,202	Closed	-$12.7M	–	126
2017 Q1	$12.7M	Buy	+190,202	New	+$13.5M	1.38%	37
2015 Q3	–	Sell	-75,055	Closed	-$5.29M	–	76
2015 Q2	$5.29M	Buy	+75,055	New	+$5.55M	1.05%	43
2014 Q4	–	Sell	-26,294	Closed	-$2.57M	–	80
2014 Q3	$2.57M	Buy	26,294 +4,090	+18%	+$435K	0.58%	43
2014 Q2	$2.58M	Sell	22,204 -1,210	-5%	-$133K	0.57%	28
2014 Q1	$2.52M	Buy	23,414 +3,314	+16%	+$308K	0.59%	24
2013 Q4	$1.69M	Buy	+20,100	New	+$1.56M	0.42%	42

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Polaris Wealth Advisory Group's HP Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of Helmerich & Payne (HP) in Q2 2017, closing a stake of 190,202 shares — an estimated $12.7M sold.

Polaris Wealth Advisory Group first reported a position in HP in Q4 2013 and held it in 6 quarters. The position peaked at $12.7M in Q1 2017. 478 funds tracked by Wall St. Rank hold HP as of Q2 2017.

Polaris Wealth Advisory Group reported no remaining Helmerich & Payne position as of Q2 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 190,202 Helmerich & Payne shares in Q2 2017, an estimated $12.7M.
Polaris Wealth Advisory Group first reported a position in Helmerich & Payne in Q4 2013 and held it in 6 quarters.
Polaris Wealth Advisory Group's Helmerich & Payne position peaked at $12.7M in Q1 2017.
478 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.