Burt Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Burt 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	-501	Closed	-$9K	–	377
2018 Q1	$9K	Hold	501	–	–	﹤0.01%	291
2017 Q4	$7K	Hold	501	–	–	﹤0.01%	291
2017 Q3	$7K	Sell	501 -145	-22%	-$1.98K	﹤0.01%	281
2017 Q2	$8K	Sell	646 -216	-25%	-$3.01K	0.01%	301
2017 Q1	$12K	Hold	862	–	–	0.01%	246
2016 Q4	$12K	Hold	862	–	–	0.01%	266
2016 Q3	$11K	Hold	862	–	–	0.01%	258
2016 Q2	$9K	Sell	862 -860	-50%	-$8.75K	0.01%	271
2016 Q1	$18K	Buy	1,722 +860	+100%	+$7.21K	0.02%	258
2015 Q4	$7K	Buy	+862	New	+$7.22K	0.01%	326

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

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

Burt Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2018, closing a stake of 501 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in HPE in Q4 2015 and held it in 10 quarters. The position peaked at $18K in Q1 2016. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

Burt Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 501 Hewlett Packard shares in Q2 2018, an estimated $9K.
Burt Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 10 quarters.
Burt Wealth Advisors's Hewlett Packard position peaked at $18K in Q1 2016.
769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.