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Sheaff Brock Investment Advisors’s Helmerich & Payne HP Stock Holding History

Sheaff Brock 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
Q1 		– Sell
-2,829
Closed -$219K – 618
2016
Q4 		$219K Buy
+2,829
New +$201K 0.03% 493

Other funds holding HP

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sheaff Brock Investment Advisors's HP Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Helmerich & Payne (HP) in Q1 2017, closing a stake of 2,829 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in HP in Q4 2016 and held it in 1 quarter. The position peaked at $219K in Q4 2016. 541 funds tracked by Wall St. Rank hold HP as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Helmerich & Payne position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,829 Helmerich & Payne shares in Q1 2017, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Helmerich & Payne in Q4 2016 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Helmerich & Payne position peaked at $219K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.