WIP
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Wellesley Investment Partners’s Helmerich & Payne HP Stock Holding History

Wellesley Investment 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
2017
Q3 		– Sell
-9,202
Closed -$500K – 122
2017
Q2 		$500K Buy
9,202
+2,486
+37% +$146K 0.21% 76
2017
Q1 		$447K Buy
6,716
+845
+14% +$60.2K 0.2% 77
2016
Q4 		$454K Buy
5,871
+235
+4% +$16.7K 0.22% 72
2016
Q3 		$379K Buy
5,636
+64
+1% +$4.02K 0.2% 73
2016
Q2 		$374K Buy
5,572
+362
+7% +$22.4K 0.2% 70
2016
Q1 		$306K Buy
5,210
+147
+3% +$7.77K 0.18% 75
2015
Q4 		$271K Buy
+5,063
New +$280K 0.19% 76

Other funds holding HP

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Vanguard Group
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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
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
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wellesley Investment Partners's HP Position: Q3 2017 in Review

Wellesley Investment Partners sold out of Helmerich & Payne (HP) in Q3 2017, closing a stake of 9,202 shares — an estimated $500K sold.

Wellesley Investment Partners first reported a position in HP in Q4 2015 and held it in 7 quarters. The position peaked at $500K in Q2 2017. 482 funds tracked by Wall St. Rank hold HP as of Q3 2017.

  • Wellesley Investment Partners reported no remaining Helmerich & Payne position as of Q3 2017 after selling out during the quarter.
  • Wellesley Investment Partners sold 9,202 Helmerich & Payne shares in Q3 2017, an estimated $500K.
  • Wellesley Investment Partners first reported a position in Helmerich & Payne in Q4 2015 and held it in 7 quarters.
  • Wellesley Investment Partners's Helmerich & Payne position peaked at $500K in Q2 2017.
  • 482 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2017.

Based on Wellesley Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.