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CrestPoint Capital Management’s Hewlett Packard HPE Stock Holding History

CrestPoint Capital 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
Q4 		$491K Sell
34,200
-200
-0.6% -$2.84K 0.27% 117
2017
Q3 		$506K Sell
34,400
-9,942
-22% -$136K 0.23% 147
2017
Q2 		$571K Buy
+44,342
New +$617K 0.27% 129

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CrestPoint Capital Management's HPE Position: Q4 2017 in Review

CrestPoint Capital Management reduced its Hewlett Packard (HPE) stake by 0.58% in Q4 2017, selling an estimated $2.84K and leaving 34,200 shares worth $491K. The position accounts for 0.27% of the portfolio, ranked #117.

CrestPoint Capital Management first reported a position in HPE in Q2 2017 and has held it in 3 quarters since. The position peaked at $571K in Q2 2017. 732 funds tracked by Wall St. Rank hold HPE as of Q4 2017.

  • CrestPoint Capital Management held 34,200 shares of Hewlett Packard worth $491K as of Q4 2017.
  • CrestPoint Capital Management sold 200 Hewlett Packard shares in Q4 2017, an estimated $2.84K.
  • Hewlett Packard made up 0.27% of CrestPoint Capital Management's portfolio in Q4 2017, its #117 holding.
  • CrestPoint Capital Management first reported a position in Hewlett Packard in Q2 2017 and has held it in 3 quarters since.
  • CrestPoint Capital Management's Hewlett Packard position peaked at $571K in Q2 2017.
  • 732 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.