Edge Wealth Management’s Hewlett Packard HPE Stock Holding History

Edge Wealth 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 Q2	–	Sell	-76,059	Closed	-$1.05M	–	550
2017 Q1	$1.05M	Hold	76,059	–	–	0.36%	45
2016 Q4	$1.02M	Sell	76,059 -3,556	-4%	-$47.5K	0.39%	46
2016 Q3	$1.05M	Hold	79,615	–	–	0.45%	43
2016 Q2	$848K	Buy	79,615 +28,365	+55%	+$289K	0.35%	50
2016 Q1	$528K	Hold	51,250	–	–	0.24%	67
2015 Q4	$452K	Buy	+51,250	New	+$429K	0.17%	79

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

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

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

Edge Wealth Management's HPE Position: Q2 2017 in Review

Edge Wealth Management sold out of Hewlett Packard (HPE) in Q2 2017, closing a stake of 76,059 shares — an estimated $1.05M sold.

Edge Wealth Management first reported a position in HPE in Q4 2015 and held it in 6 quarters. The position peaked at $1.05M in Q3 2016. 727 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

Edge Wealth Management reported no remaining Hewlett Packard position as of Q2 2017 after selling out during the quarter.
Edge Wealth Management sold 76,059 Hewlett Packard shares in Q2 2017, an estimated $1.05M.
Edge Wealth Management first reported a position in Hewlett Packard in Q4 2015 and held it in 6 quarters.
Edge Wealth Management's Hewlett Packard position peaked at $1.05M in Q3 2016.
727 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.