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Proficio Capital Partners’s Helmerich & Payne HP Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-107
Closed -$5K – 754
2019
Q2 		$5K Sell
107
-42
-28% -$2.31K ﹤0.01% 1211
2019
Q1 		$8K Sell
149
-109
-42% -$5.94K ﹤0.01% 948
2018
Q4 		$12K Buy
258
+22
+9% +$1.35K 0.01% 691
2018
Q3 		$16K Buy
236
+11
+5% +$702 0.01% 667
2018
Q2 		$14K Hold
225
– – 0.01% 711
2018
Q1 		$15K Hold
225
– – ﹤0.01% 676
2017
Q4 		$15K Buy
225
+35
+18% +$1.96K ﹤0.01% 675
2017
Q3 		$10K Buy
190
+48
+34% +$2.38K ﹤0.01% 783
2017
Q2 		$7K Buy
142
+112
+373% +$6.57K ﹤0.01% 886
2017
Q1 		$2K Buy
+30
New +$2.14K ﹤0.01% 1138
2016
Q4 		– Sell
-110
Closed -$7K – 1149
2016
Q3 		$7K Hold
110
– – ﹤0.01% 652
2016
Q2 		$7K Buy
110
+9
+9% +$556 ﹤0.01% 638
2016
Q1 		$6K Buy
101
+80
+381% +$4.23K 0.01% 487
2015
Q4 		$1K Buy
+21
New +$1.16K ﹤0.01% 777

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Dimensional Fund Advisors
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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Proficio Capital Partners's HP Position: Q3 2019 in Review

Proficio Capital Partners sold out of Helmerich & Payne (HP) in Q3 2019, closing a stake of 107 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in HP in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q3 2018. 448 funds tracked by Wall St. Rank hold HP as of Q3 2019.

  • Proficio Capital Partners reported no remaining Helmerich & Payne position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 107 Helmerich & Payne shares in Q3 2019, an estimated $5K.
  • Proficio Capital Partners first reported a position in Helmerich & Payne in Q4 2015 and held it in 14 quarters.
  • Proficio Capital Partners's Helmerich & Payne position peaked at $16K in Q3 2018.
  • 448 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.