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Stratos Wealth Partners’s Helmerich & Payne HP Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-257
Closed -$18K – 1553
2018
Q3 		$18K Buy
+257
New +$16.4K ﹤0.01% 1928
2018
Q2 		– Sell
-347
Closed -$23K – 1679
2018
Q1 		$23K Sell
347
-16
-4% -$1.08K ﹤0.01% 1965
2017
Q4 		$23K Buy
+363
New +$20.4K ﹤0.01% 1853

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's HP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 257 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in HP in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q1 2018. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 257 Helmerich & Payne shares in Q4 2018, an estimated $18K.
  • Stratos Wealth Partners first reported a position in Helmerich & Payne in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Helmerich & Payne position peaked at $23K in Q1 2018.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.