Clear Perspective Advisors’s Hewlett Packard HPE Stock Holding History

Clear Perspective 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 Q3	–	Sell	-500	Closed	-$7K	–	262
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	395
2018 Q1	$9K	Hold	500	–	–	0.01%	359
2017 Q4	$7K	Hold	500	–	–	0.01%	366
2017 Q3	$7K	Sell	500 -145	-22%	-$1.98K	0.01%	364
2017 Q2	$8K	Sell	645 -215	-25%	-$2.99K	0.01%	358
2017 Q1	$12K	Hold	860	–	–	0.01%	306
2016 Q4	$12K	Buy	+860	New	+$11.5K	0.01%	303

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

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

BlackRock New York $5.72T AUM 30.48% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's HPE Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Hewlett Packard (HPE) in Q3 2018, closing a stake of 500 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in HPE in Q4 2016 and held it in 7 quarters. The position peaked at $12K in Q1 2017. 773 funds tracked by Wall St. Rank hold HPE as of Q3 2018.

Clear Perspective Advisors reported no remaining Hewlett Packard position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 500 Hewlett Packard shares in Q3 2018, an estimated $7K.
Clear Perspective Advisors first reported a position in Hewlett Packard in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Hewlett Packard position peaked at $12K in Q1 2017.
773 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.