WHI
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William Harris Investors’s Helmerich & Payne HP Stock Holding History

William Harris Investors’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
2013
Q3 		– Sell
-60,440
Closed -$3.77M – 96
2013
Q2 		$3.77M Buy
+60,440
New +$3.72M 1.15% 35

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BAMCO Inc
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BIT
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

William Harris Investors's HP Position: Q3 2013 in Review

William Harris Investors sold out of Helmerich & Payne (HP) in Q3 2013, closing a stake of 60,440 shares — an estimated $3.77M sold.

William Harris Investors first reported a position in HP in Q2 2013 and held it in 1 quarter. The position peaked at $3.77M in Q2 2013. 491 funds tracked by Wall St. Rank hold HP as of Q3 2013.

  • William Harris Investors reported no remaining Helmerich & Payne position as of Q3 2013 after selling out during the quarter.
  • William Harris Investors sold 60,440 Helmerich & Payne shares in Q3 2013, an estimated $3.77M.
  • William Harris Investors first reported a position in Helmerich & Payne in Q2 2013 and held it in 1 quarter.
  • William Harris Investors's Helmerich & Payne position peaked at $3.77M in Q2 2013.
  • 491 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2013.

Based on William Harris Investors's 13F filing for Q3 2013, filed 13 Nov 2013.