Analyst IMS Investment Management Services’s Hewlett Packard HPE Stock Holding History

Analyst IMS Investment Management Services’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 Q4	–	Sell	-19,000	Closed	-$314K	–	126
2018 Q3	$314K	Hold	19,000	–	–	0.05%	97
2018 Q2	$279K	Hold	19,000	–	–	0.09%	91
2018 Q1	$336K	Hold	19,000	–	–	0.11%	91
2017 Q4	$278K	Hold	19,000	–	–	0.09%	100
2017 Q3	$277K	Sell	19,000 -5,491	-22%	-$74.9K	0.09%	101
2017 Q2	$316K	Sell	24,491 -8,200	-25%	-$114K	0.11%	93
2017 Q1	$449K	Hold	32,691	–	–	0.18%	85
2016 Q4	$443K	Hold	32,691	–	–	0.19%	81
2016 Q3	$432K	Sell	32,691 -1,376	-4%	-$17K	0.18%	79
2016 Q2	$362K	Hold	34,067	–	–	0.15%	84
2016 Q1	$351K	Sell	34,067 -1,721	-5%	-$14.4K	0.15%	83
2015 Q4	$316K	Buy	+35,788	New	+$300K	0.13%	89

Other funds holding HPE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Analyst IMS Investment Management Services's HPE Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 19,000 shares — an estimated $314K sold.

Analyst IMS Investment Management Services first reported a position in HPE in Q4 2015 and held it in 12 quarters. The position peaked at $449K in Q1 2017. 793 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

Analyst IMS Investment Management Services reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
Analyst IMS Investment Management Services sold 19,000 Hewlett Packard shares in Q4 2018, an estimated $314K.
Analyst IMS Investment Management Services first reported a position in Hewlett Packard in Q4 2015 and held it in 12 quarters.
Analyst IMS Investment Management Services's Hewlett Packard position peaked at $449K in Q1 2017.
793 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.