CIM
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CIM Investment Management’s Hewlett Packard HPE Stock Holding History

CIM Investment 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
2018
Q1 		– Sell
-18,790
Closed -$270K – 338
2017
Q4 		$270K Sell
18,790
-307
-2% -$4.36K 0.09% 281
2017
Q3 		$281K Sell
19,097
-6,934
-27% -$94.6K 0.1% 267
2017
Q2 		$335K Sell
26,031
-9,299
-26% -$129K 0.12% 242
2017
Q1 		$487K Sell
35,330
-3,555
-9% -$47.8K 0.17% 166
2016
Q4 		$523K Buy
38,885
+463
+1% +$6.18K 0.19% 148
2016
Q3 		$508K Sell
38,422
-3,148
-8% -$38.9K 0.19% 142
2016
Q2 		$441K Sell
41,570
-1,893
-4% -$19.3K 0.18% 152
2016
Q1 		$448K Sell
43,463
-6,363
-13% -$53.3K 0.2% 143
2015
Q4 		$440K Buy
+49,826
New +$417K 0.2% 137

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIM Investment Management's HPE Position: Q1 2018 in Review

CIM Investment Management sold out of Hewlett Packard (HPE) in Q1 2018, closing a stake of 18,790 shares — an estimated $270K sold.

CIM Investment Management first reported a position in HPE in Q4 2015 and held it in 9 quarters. The position peaked at $523K in Q4 2016. 775 funds tracked by Wall St. Rank hold HPE as of Q1 2018.

  • CIM Investment Management reported no remaining Hewlett Packard position as of Q1 2018 after selling out during the quarter.
  • CIM Investment Management sold 18,790 Hewlett Packard shares in Q1 2018, an estimated $270K.
  • CIM Investment Management first reported a position in Hewlett Packard in Q4 2015 and held it in 9 quarters.
  • CIM Investment Management's Hewlett Packard position peaked at $523K in Q4 2016.
  • 775 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2018.

Based on CIM Investment Management's 13F filing for Q1 2018, filed 10 May 2018.