Cypress Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Cypress Wealth 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
2019 Q1	$157K	Sell	10,197 -555	-5%	-$8.55K	0.18%	75
2018 Q4	$142K	Hold	10,752	–	–	0.2%	72
2018 Q3	$175K	Buy	10,752 +397	+4%	+$6.36K	0.18%	80
2018 Q2	$151K	Buy	+10,355	New	+$172K	0.16%	78
2018 Q1	–	Sell	-10,773	Closed	-$155K	–	78
2017 Q4	$155K	Buy	10,773 +418	+4%	+$5.94K	0.15%	82
2017 Q3	$152K	Sell	10,355 -2,978	-22%	-$40.6K	0.25%	59
2017 Q2	$172K	Sell	13,333 -16,823	-56%	-$234K	0.2%	80
2017 Q1	$415K	Buy	30,156 +58	+0.2%	+$779	0.19%	111
2016 Q4	$405K	Sell	30,098 -67	-0.2%	-$895	0.18%	110
2016 Q3	$399K	Buy	30,165 +1,050	+4%	+$13K	0.18%	112
2016 Q2	$309K	Buy	29,115 +120	+0.4%	+$1.22K	0.15%	128
2016 Q1	$299K	Buy	28,995 +83	+0.3%	+$695	0.14%	131
2015 Q4	$255K	Buy	+28,912	New	+$242K	0.13%	146

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Advisors's HPE Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Hewlett Packard (HPE) stake by 5.2% in Q1 2019, selling an estimated $8.55K and leaving 10,197 shares worth $157K. The position accounts for 0.18% of the portfolio, ranked #75.

Cypress Wealth Advisors first reported a position in HPE in Q4 2015 and has held it in 13 quarters since. The position peaked at $415K in Q1 2017. 799 funds tracked by Wall St. Rank hold HPE as of Q1 2019.

Cypress Wealth Advisors held 10,197 shares of Hewlett Packard worth $157K as of Q1 2019.
Cypress Wealth Advisors sold 555 Hewlett Packard shares in Q1 2019, an estimated $8.55K.
Hewlett Packard made up 0.18% of Cypress Wealth Advisors's portfolio in Q1 2019, its #75 holding.
Cypress Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 13 quarters since.
Cypress Wealth Advisors's Hewlett Packard position peaked at $415K in Q1 2017.
799 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.