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Valley Wealth Managers’s Helmerich & Payne HP Stock Holding History

Valley Wealth Managers’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
2016
Q3 		– Sell
-950
Closed -$64K – 216
2016
Q2 		$64K Buy
+950
New +$58.7K 0.01% 133

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BFA
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Capital International Investors
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Wealth Managers's HP Position: Q3 2016 in Review

Valley Wealth Managers sold out of Helmerich & Payne (HP) in Q3 2016, closing a stake of 950 shares — an estimated $64K sold.

Valley Wealth Managers first reported a position in HP in Q2 2016 and held it in 1 quarter. The position peaked at $64K in Q2 2016. 504 funds tracked by Wall St. Rank hold HP as of Q3 2016.

  • Valley Wealth Managers reported no remaining Helmerich & Payne position as of Q3 2016 after selling out during the quarter.
  • Valley Wealth Managers sold 950 Helmerich & Payne shares in Q3 2016, an estimated $64K.
  • Valley Wealth Managers first reported a position in Helmerich & Payne in Q2 2016 and held it in 1 quarter.
  • Valley Wealth Managers's Helmerich & Payne position peaked at $64K in Q2 2016.
  • 504 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2016.

Based on Valley Wealth Managers's 13F filing for Q3 2016, filed 9 Nov 2016.