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Vontobel Swiss Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Vontobel Swiss 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
2017
Q3 		– Sell
-10,325
Closed -$561K – 74
2017
Q2 		$561K Buy
10,325
+5,550
+116% +$325K 0.36% 38
2017
Q1 		$318K Buy
+4,775
New +$340K 0.17% 54

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
PP
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Vontobel Swiss Wealth Advisors's HP Position: Q3 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Helmerich & Payne (HP) in Q3 2017, closing a stake of 10,325 shares — an estimated $561K sold.

Vontobel Swiss Wealth Advisors first reported a position in HP in Q1 2017 and held it in 2 quarters. The position peaked at $561K in Q2 2017. 482 funds tracked by Wall St. Rank hold HP as of Q3 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Helmerich & Payne position as of Q3 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 10,325 Helmerich & Payne shares in Q3 2017, an estimated $561K.
  • Vontobel Swiss Wealth Advisors first reported a position in Helmerich & Payne in Q1 2017 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Helmerich & Payne position peaked at $561K in Q2 2017.
  • 482 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.