Bruderman Asset Management’s Hewlett Packard HPE Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-6,845	Closed	-$106K	–	305
2019 Q1	$106K	Sell	6,845 -644	-9%	-$9.92K	0.02%	188
2018 Q4	$99K	Buy	7,489 +6,975	+1,357%	+$104K	0.03%	175
2018 Q3	$8K	Buy	514 +4	+0.8%	+$64	﹤0.01%	292
2018 Q2	$7K	Buy	510 +2	+0.4%	+$33	﹤0.01%	317
2018 Q1	$9K	Buy	+508	New	+$8.63K	﹤0.01%	303
2017 Q3	–	Sell	-727	Closed	-$9K	–	218
2017 Q2	$9K	Buy	+727	New	+$10.1K	﹤0.01%	315
2017 Q1	–	Sell	-969	Closed	-$13K	–	215
2016 Q4	$13K	Hold	969	–	–	﹤0.01%	299
2016 Q3	$13K	Hold	969	–	–	﹤0.01%	312
2016 Q2	$10K	Hold	969	–	–	﹤0.01%	306
2016 Q1	$10K	Sell	969 -977	-50%	-$8.19K	﹤0.01%	320
2015 Q4	$17K	Buy	+1,946	New	+$16.3K	0.01%	295

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's HPE Position: Q2 2019 in Review

Bruderman Asset Management sold out of Hewlett Packard (HPE) in Q2 2019, closing a stake of 6,845 shares — an estimated $106K sold.

Bruderman Asset Management first reported a position in HPE in Q4 2015 and held it in 11 quarters. The position peaked at $106K in Q1 2019. 761 funds tracked by Wall St. Rank hold HPE as of Q2 2019.

Bruderman Asset Management reported no remaining Hewlett Packard position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 6,845 Hewlett Packard shares in Q2 2019, an estimated $106K.
Bruderman Asset Management first reported a position in Hewlett Packard in Q4 2015 and held it in 11 quarters.
Bruderman Asset Management's Hewlett Packard position peaked at $106K in Q1 2019.
761 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.