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SeaCrest Wealth Management’s Helmerich & Payne HP Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-135
Closed -$8K – 1090
2019
Q1 		$8K Hold
135
– – ﹤0.01% 1594
2018
Q4 		$6K Sell
135
-200
-60% -$12.3K ﹤0.01% 1650
2018
Q3 		$23K Hold
335
– – ﹤0.01% 1321
2018
Q2 		$21K Hold
335
– – ﹤0.01% 1340
2018
Q1 		$22K Buy
335
+10
+3% +$675 ﹤0.01% 1288
2017
Q4 		$21K Buy
+325
New +$18.2K ﹤0.01% 1325

Other funds holding HP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's HP Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Helmerich & Payne (HP) in Q2 2019, closing a stake of 135 shares — an estimated $8K sold.

SeaCrest Wealth Management first reported a position in HP in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 511 funds tracked by Wall St. Rank hold HP as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Helmerich & Payne position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 135 Helmerich & Payne shares in Q2 2019, an estimated $8K.
  • SeaCrest Wealth Management first reported a position in Helmerich & Payne in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Helmerich & Payne position peaked at $23K in Q3 2018.
  • 511 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.