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Executive Wealth Management’s Hewlett Packard HPE Stock Holding History

Executive 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
2019
Q3 		– Sell
-167
Closed -$2K – 412
2019
Q2 		$2K Sell
167
-220
-57% -$3.33K ﹤0.01% 800
2019
Q1 		$6K Sell
387
-92
-19% -$1.42K ﹤0.01% 619
2018
Q4 		$6K Buy
+479
New +$7.17K ﹤0.01% 638

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Executive Wealth Management's HPE Position: Q3 2019 in Review

Executive Wealth Management sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 167 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in HPE in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 729 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

  • Executive Wealth Management reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 167 Hewlett Packard shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Hewlett Packard in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Hewlett Packard position peaked at $6K in Q1 2019.
  • 729 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.