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Summit Financial Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Summit Financial Wealth 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
2015
Q1 		– Sell
-935
Closed -$63K – 245
2014
Q4 		$63K Buy
+935
New +$72.8K 0.04% 109

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Capital International Investors
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial Wealth Advisors's HP Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Helmerich & Payne (HP) in Q1 2015, closing a stake of 935 shares — an estimated $63K sold.

Summit Financial Wealth Advisors first reported a position in HP in Q4 2014 and held it in 1 quarter. The position peaked at $63K in Q4 2014. 499 funds tracked by Wall St. Rank hold HP as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Helmerich & Payne position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 935 Helmerich & Payne shares in Q1 2015, an estimated $63K.
  • Summit Financial Wealth Advisors first reported a position in Helmerich & Payne in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Helmerich & Payne position peaked at $63K in Q4 2014.
  • 499 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.