Concert Wealth Management’s Hewlett Packard HPE Stock Holding History

Concert Wealth 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
2017 Q2	–	Sell	-17,016	Closed	-$228K	–	272
2017 Q1	$228K	Buy	+17,016	New	+$229K	0.05%	422
2016 Q4	–	Sell	-16,610	Closed	-$222K	–	669
2016 Q3	$222K	Buy	+16,610	New	+$205K	0.03%	604
2016 Q2	–	Sell	-17,878	Closed	-$185K	–	705
2016 Q1	$185K	Sell	17,878 -267	-1%	-$2.24K	0.02%	600
2015 Q4	$159K	Buy	+18,145	New	+$152K	0.02%	619

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Concert Wealth Management's HPE Position: Q2 2017 in Review

Concert Wealth Management sold out of Hewlett Packard (HPE) in Q2 2017, closing a stake of 17,016 shares — an estimated $228K sold.

Concert Wealth Management first reported a position in HPE in Q4 2015 and held it in 4 quarters. The position peaked at $228K in Q1 2017. 727 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

Concert Wealth Management reported no remaining Hewlett Packard position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 17,016 Hewlett Packard shares in Q2 2017, an estimated $228K.
Concert Wealth Management first reported a position in Hewlett Packard in Q4 2015 and held it in 4 quarters.
Concert Wealth Management's Hewlett Packard position peaked at $228K in Q1 2017.
727 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.