WAS
HP icon

Winch Advisory Services’s Helmerich & Payne HP Stock Holding History

Winch Advisory Services’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
-28,476
Closed -$1.55M – 301
2017
Q2 		$1.55M Sell
28,476
-118
-0.4% -$6.92K 0.97% 30
2017
Q1 		$1.9M Buy
+28,594
New +$2.04M 1.21% 27

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Winch Advisory Services's HP Position: Q3 2017 in Review

Winch Advisory Services sold out of Helmerich & Payne (HP) in Q3 2017, closing a stake of 28,476 shares — an estimated $1.55M sold.

Winch Advisory Services first reported a position in HP in Q1 2017 and held it in 2 quarters. The position peaked at $1.9M in Q1 2017. 482 funds tracked by Wall St. Rank hold HP as of Q3 2017.

  • Winch Advisory Services reported no remaining Helmerich & Payne position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 28,476 Helmerich & Payne shares in Q3 2017, an estimated $1.55M.
  • Winch Advisory Services first reported a position in Helmerich & Payne in Q1 2017 and held it in 2 quarters.
  • Winch Advisory Services's Helmerich & Payne position peaked at $1.9M in Q1 2017.
  • 482 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.