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Cornerstone Wealth Management’s Hewlett Packard HPE Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-8,613
Closed -$582K – 686
2018
Q3 		$582K Buy
8,613
+844
+11% +$13.5K 0.01% 863
2018
Q2 		$525K Buy
+7,769
New +$129K 0.01% 992

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Wealth Management's HPE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 8,613 shares — an estimated $582K sold.

Cornerstone Wealth Management first reported a position in HPE in Q2 2018 and held it in 2 quarters. The position peaked at $582K in Q3 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,613 Hewlett Packard shares in Q4 2018, an estimated $582K.
  • Cornerstone Wealth Management first reported a position in Hewlett Packard in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Hewlett Packard position peaked at $582K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.