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WFG Advisors’s Helmerich & Payne HP Stock Holding History

WFG 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
2015
Q1 		– Sell
-2,082
Closed -$140K – 1903
2014
Q4 		$140K Buy
2,082
+40
+2% +$3.12K 0.03% 543
2014
Q3 		$200K Buy
2,042
+2
+0.1% +$213 0.04% 448
2014
Q2 		$237K Buy
2,040
+1
+0% +$110 0.04% 415
2014
Q1 		$219K Buy
2,039
+255
+14% +$23.7K 0.04% 411
2013
Q4 		$150K Buy
1,784
+1,044
+141% +$81.3K 0.02% 602
2013
Q3 		$51K Buy
+740
New +$48.8K 0.01% 922

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BFA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFG Advisors's HP Position: Q1 2015 in Review

WFG Advisors sold out of Helmerich & Payne (HP) in Q1 2015, closing a stake of 2,082 shares — an estimated $140K sold.

WFG Advisors first reported a position in HP in Q3 2013 and held it in 6 quarters. The position peaked at $237K in Q2 2014. 499 funds tracked by Wall St. Rank hold HP as of Q1 2015.

  • WFG Advisors reported no remaining Helmerich & Payne position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 2,082 Helmerich & Payne shares in Q1 2015, an estimated $140K.
  • WFG Advisors first reported a position in Helmerich & Payne in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's Helmerich & Payne position peaked at $237K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.