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Wealthfront’s Helmerich & Payne HP Stock Holding History

Wealthfront’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
Q3 		$2.46M Buy
35,848
+800
+2% +$51.1K 0.02% 100
2018
Q2 		$2.23M Sell
35,048
-6,531
-16% -$444K 0.02% 113
2018
Q1 		$2.77M Sell
41,579
-1,317
-3% -$88.8K 0.03% 100
2017
Q4 		$2.77M Buy
42,896
+80
+0.2% +$4.49K 0.03% 86
2017
Q3 		$2.23M Buy
42,816
+18,289
+75% +$905K 0.03% 99
2017
Q2 		$1.33M Buy
+24,527
New +$1.44M 0.02% 123
2015
Q4 		– Sell
-726
Closed -$34K – 611
2015
Q3 		$34K Sell
726
-1,920
-73% -$109K ﹤0.01% 588
2015
Q2 		$186K Buy
2,646
+350
+15% +$25.9K 0.01% 281
2015
Q1 		$156K Buy
2,296
+238
+12% +$15.6K 0.01% 295
2014
Q4 		$139K Buy
2,058
+757
+58% +$59K 0.01% 294
2014
Q3 		$127K Buy
1,301
+702
+117% +$74.6K 0.01% 246
2014
Q2 		$71K Buy
599
+181
+43% +$19.8K 0.01% 295
2014
Q1 		$45K Buy
+418
New +$38.9K 0.01% 288

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's HP Position: Q3 2018 in Review

Wealthfront increased its Helmerich & Payne (HP) stake by 2.3% in Q3 2018, buying an estimated $51.1K and bringing the position to 35,848 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #100.

Wealthfront first reported a position in HP in Q1 2014 and has held it in 13 quarters since. The position peaked at $2.77M in Q4 2017. 547 funds tracked by Wall St. Rank hold HP as of Q3 2018.

  • Wealthfront held 35,848 shares of Helmerich & Payne worth $2.46M as of Q3 2018.
  • Wealthfront bought 800 Helmerich & Payne shares in Q3 2018, an estimated $51.1K.
  • Helmerich & Payne made up 0.02% of Wealthfront's portfolio in Q3 2018, its #100 holding.
  • Wealthfront first reported a position in Helmerich & Payne in Q1 2014 and has held it in 13 quarters since.
  • Wealthfront's Helmerich & Payne position peaked at $2.77M in Q4 2017.
  • 547 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.