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WealthPLAN Partners’s Helmerich & Payne HP Stock Holding History

WealthPLAN 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
Q2 		– Sell
-5,247
Closed -$349K – 269
2018
Q1 		$349K Buy
+5,247
New +$354K 0.08% 185

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WealthPLAN Partners's HP Position: Q2 2018 in Review

WealthPLAN Partners sold out of Helmerich & Payne (HP) in Q2 2018, closing a stake of 5,247 shares — an estimated $349K sold.

WealthPLAN Partners first reported a position in HP in Q1 2018 and held it in 1 quarter. The position peaked at $349K in Q1 2018. 551 funds tracked by Wall St. Rank hold HP as of Q2 2018.

  • WealthPLAN Partners reported no remaining Helmerich & Payne position as of Q2 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 5,247 Helmerich & Payne shares in Q2 2018, an estimated $349K.
  • WealthPLAN Partners first reported a position in Helmerich & Payne in Q1 2018 and held it in 1 quarter.
  • WealthPLAN Partners's Helmerich & Payne position peaked at $349K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2018.

Based on WealthPLAN Partners's 13F filing for Q2 2018, filed 16 Aug 2018.