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Edge Advisors’s Hewlett Packard HPE Stock Holding History

Edge 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
Q2 		$63K Hold
4,355
– – 0.01% 473
2018
Q1 		$76K Hold
4,355
– – 0.01% 463
2017
Q4 		$62K Hold
4,355
– – 0.01% 484
2017
Q3 		$64K Sell
4,355
-2,657
-38% -$36.2K 0.01% 456
2017
Q2 		$90K Sell
7,012
-2,348
-25% -$32.7K 0.01% 411
2017
Q1 		$128K Hold
9,360
– – 0.02% 372
2016
Q4 		$125K Buy
+9,360
New +$125K 0.02% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's HPE Position: Q2 2018 in Review

Edge Advisors held its Hewlett Packard (HPE) position steady in Q2 2018 at 4,355 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #473.

Edge Advisors first reported a position in HPE in Q4 2016 and has held it in 7 quarters since. The position peaked at $128K in Q1 2017. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

  • Edge Advisors held 4,355 shares of Hewlett Packard worth $63K as of Q2 2018.
  • Edge Advisors left its Hewlett Packard share count unchanged in Q2 2018.
  • Hewlett Packard made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #473 holding.
  • Edge Advisors first reported a position in Hewlett Packard in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Hewlett Packard position peaked at $128K in Q1 2017.
  • 769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.