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Willingdon Wealth Management’s Helmerich & Payne HP Stock Holding History

Willingdon Wealth Management’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 		– Sell
-11
Closed -$1K – 412
2018
Q2 		$1K Buy
+11
New +$748 ﹤0.01% 314

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Invesco
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Willingdon Wealth Management's HP Position: Q3 2018 in Review

Willingdon Wealth Management sold out of Helmerich & Payne (HP) in Q3 2018, closing a stake of 11 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in HP in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 546 funds tracked by Wall St. Rank hold HP as of Q3 2018.

  • Willingdon Wealth Management reported no remaining Helmerich & Payne position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 11 Helmerich & Payne shares in Q3 2018, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Helmerich & Payne in Q2 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Helmerich & Payne position peaked at $1K in Q2 2018.
  • 546 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.