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Divergent Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Divergent 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
2018
Q4 		– Sell
-200
Closed -$3K – 76
2018
Q3 		$3K Hold
200
– – ﹤0.01% 124
2018
Q2 		$3K Hold
200
– – ﹤0.01% 123
2018
Q1 		$4K Buy
+200
New +$3.4K ﹤0.01% 124

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

Divergent Wealth Advisors's HPE Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Divergent Wealth Advisors first reported a position in HPE in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 200 Hewlett Packard shares in Q4 2018, an estimated $3K.
  • Divergent Wealth Advisors first reported a position in Hewlett Packard in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Hewlett Packard position peaked at $4K in Q1 2018.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.