Burt Wealth Advisors’s HP HPQ Stock Holding History

Burt Wealth Advisors’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-501	Closed	-$11K	–	378
2018 Q1	$11K	Hold	501	–	–	0.01%	285
2017 Q4	$11K	Hold	501	–	–	0.01%	272
2017 Q3	$10K	Hold	501	–	–	0.01%	264
2017 Q2	$8K	Hold	501	–	–	0.01%	302
2017 Q1	$9K	Hold	501	–	–	0.01%	263
2016 Q4	$7K	Hold	501	–	–	0.01%	299
2016 Q3	$7K	Hold	501	–	–	0.01%	291
2016 Q2	$6K	Sell	501 -500	-50%	-$6.23K	0.01%	302
2016 Q1	$12K	Buy	1,001 +500	+100%	+$5.35K	0.01%	305
2015 Q4	$5K	Buy	+501	New	+$6.41K	﹤0.01%	368

Other funds holding HPQ

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Burt Wealth Advisors sold out of HP (HPQ) in Q2 2018, closing a stake of 501 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in HPQ in Q4 2015 and held it in 10 quarters. The position peaked at $12K in Q1 2016. 952 funds tracked by Wall St. Rank hold HPQ as of Q2 2018.

Burt Wealth Advisors reported no remaining HP position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 501 HP shares in Q2 2018, an estimated $11K.
Burt Wealth Advisors first reported a position in HP in Q4 2015 and held it in 10 quarters.
Burt Wealth Advisors's HP position peaked at $12K in Q1 2016.
952 funds tracked by Wall St. Rank held HP as of Q2 2018.

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