Acorn Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Acorn Wealth Advisors’s Portfolio HPE Stock Details HPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-98	Closed	-$2K	–	642
2018 Q1	$2K	Hold	98	–	–	﹤0.01%	730
2017 Q4	$1K	Buy	+98	New	+$1.39K	﹤0.01%	762

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Wealth Advisors's HPE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2018, closing a stake of 98 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in HPE in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

Acorn Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 98 Hewlett Packard shares in Q2 2018, an estimated $2K.
Acorn Wealth Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Hewlett Packard position peaked at $2K in Q1 2018.
769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.