AWMF
HPE icon

Arbor Wealth Management (Florida)’s Hewlett Packard HPE Stock Holding History

Arbor Wealth Management (Florida)’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
2019
Q3 		– Sell
-299
Closed -$4K – 115
2019
Q2 		$4K Hold
299
– – ﹤0.01% 181
2019
Q1 		$5K Hold
299
– – ﹤0.01% 164
2018
Q4 		$4K Buy
+299
New +$4.48K ﹤0.01% 149
2016
Q1 		– Sell
-1,387
Closed -$10K – 91
2015
Q4 		$10K Buy
+1,387
New +$11.6K 0.01% 123

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arbor Wealth Management (Florida)'s HPE Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 299 shares — an estimated $4K sold.

Arbor Wealth Management (Florida) first reported a position in HPE in Q4 2015 and held it in 4 quarters. The position peaked at $10K in Q4 2015. 730 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 299 Hewlett Packard shares in Q3 2019, an estimated $4K.
  • Arbor Wealth Management (Florida) first reported a position in Hewlett Packard in Q4 2015 and held it in 4 quarters.
  • Arbor Wealth Management (Florida)'s Hewlett Packard position peaked at $10K in Q4 2015.
  • 730 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.