Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,000
Closed -$22K 602
2018
Q1
$22K Buy
+1,000
New +$22.6K 0.01% 300
2016
Q1
Sell
-29,492
Closed -$351K 474
2015
Q4
$351K Sell
29,492
-35,879
-55% -$459K 0.13% 90
2015
Q3
$752K Hold
65,371
0.28% 55
2015
Q2
$889K Hold
65,371
0.3% 50
2015
Q1
$928K Buy
65,371
+25,229
+63% +$416K 0.31% 54
2014
Q4
$735K Sell
40,142
-2,191
-5% -$36.7K 0.27% 54
2014
Q3
$682K Buy
42,333
+14,064
+50% +$228K 0.26% 50
2014
Q2
$434K Buy
28,269
+4,267
+18% +$64.1K 0.18% 68
2014
Q1
$353K Hold
24,002
0.15% 75
2013
Q4
$304K Hold
24,002
0.14% 72
2013
Q3
$229K Hold
24,002
0.14% 66
2013
Q2
$269K Buy
+24,002
New +$245K 0.18% 54

Other funds holding HPQ

Edge Wealth Management's HPQ Position: Q2 2018 in Review

Edge Wealth Management sold out of HP (HPQ) in Q2 2018, closing a stake of 1,000 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in HPQ in Q2 2013 and held it in 12 quarters. The position peaked at $928K in Q1 2015. 952 funds tracked by Wall St. Rank hold HPQ as of Q2 2018.

  • Edge Wealth Management reported no remaining HP position as of Q2 2018 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 HP shares in Q2 2018, an estimated $22K.
  • Edge Wealth Management first reported a position in HP in Q2 2013 and held it in 12 quarters.
  • Edge Wealth Management's HP position peaked at $928K in Q1 2015.
  • 952 funds tracked by Wall St. Rank held HP as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.