CT Financial Advisors’s Hewlett Packard HPE Stock Holding History

CT Financial 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
2017 Q1	$3.56K	Hold	258	–	–	﹤0.01%	529
2016 Q4	$3.47K	Hold	258	–	–	﹤0.01%	528
2016 Q3	$3.41K	Hold	258	–	–	﹤0.01%	529
2016 Q2	$2.74K	Hold	258	–	–	﹤0.01%	547
2016 Q1	$2.66K	Hold	258	–	–	﹤0.01%	552
2015 Q4	$2.28K	Buy	+258	New	+$2.16K	﹤0.01%	557

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CT Financial Advisors's HPE Position: Q1 2017 in Review

CT Financial Advisors held its Hewlett Packard (HPE) position steady in Q1 2017 at 258 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

CT Financial Advisors first reported a position in HPE in Q4 2015 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

CT Financial Advisors held 258 shares of Hewlett Packard worth $3.56K as of Q1 2017.
CT Financial Advisors left its Hewlett Packard share count unchanged in Q1 2017.
Hewlett Packard made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #529 holding.
CT Financial Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.