Regal Investment Advisors’s Helmerich & Payne HP Stock Holding History

Regal Investment Advisors’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	-9,713	Closed	-$647K	–	267
2017 Q1	$647K	Buy	9,713 +5,377	+124%	+$383K	0.17%	145
2016 Q4	$336K	Sell	4,336 -4,498	-51%	-$319K	0.09%	188
2016 Q3	$595K	Sell	8,834 -110	-1%	-$6.9K	0.17%	150
2016 Q2	$600K	Hold	8,944	–	–	0.16%	145
2016 Q1	$525K	Buy	8,944 +4,048	+83%	+$214K	0.14%	143
2015 Q4	$262K	Sell	4,896 -1,263	-21%	-$69.9K	0.07%	214
2015 Q3	$291K	Hold	6,159	–	–	0.08%	193
2015 Q2	$433K	Buy	6,159 +1,494	+32%	+$110K	0.12%	164
2015 Q1	$318K	Buy	4,665 +1,263	+37%	+$82.6K	0.08%	193
2014 Q4	$229K	Hold	3,402	–	–	0.06%	207
2014 Q3	$333K	Hold	3,402	–	–	0.1%	177
2014 Q2	$395K	Hold	3,402	–	–	0.14%	148
2014 Q1	$366K	Buy	+3,402	New	+$316K	0.15%	144

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Regal Investment Advisors's HP Position: Q2 2017 in Review

Regal Investment Advisors sold out of Helmerich & Payne (HP) in Q2 2017, closing a stake of 9,713 shares — an estimated $647K sold.

Regal Investment Advisors first reported a position in HP in Q1 2014 and held it in 13 quarters. The position peaked at $647K in Q1 2017. 478 funds tracked by Wall St. Rank hold HP as of Q2 2017.

Regal Investment Advisors reported no remaining Helmerich & Payne position as of Q2 2017 after selling out during the quarter.
Regal Investment Advisors sold 9,713 Helmerich & Payne shares in Q2 2017, an estimated $647K.
Regal Investment Advisors first reported a position in Helmerich & Payne in Q1 2014 and held it in 13 quarters.
Regal Investment Advisors's Helmerich & Payne position peaked at $647K in Q1 2017.
478 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2017.

Based on Regal Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.