FineMark National Bank & Trust’s Hewlett Packard HPE Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-2,467	Closed	-$33K	–	643
2016 Q4	$33K	Buy	2,467 +27	+1%	+$361	﹤0.01%	714
2016 Q3	$32K	Sell	2,440 -1,720	-41%	-$21.2K	﹤0.01%	705
2016 Q2	$44K	Hold	4,160	–	–	﹤0.01%	627
2016 Q1	$43K	Sell	4,160 -5	-0.1%	-$42	0.01%	611
2015 Q4	$37K	Buy	+4,165	New	+$34.9K	﹤0.01%	669

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FineMark National Bank & Trust's HPE Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Hewlett Packard (HPE) in Q1 2017, closing a stake of 2,467 shares — an estimated $33K sold.

FineMark National Bank & Trust first reported a position in HPE in Q4 2015 and held it in 5 quarters. The position peaked at $44K in Q2 2016. 791 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

FineMark National Bank & Trust reported no remaining Hewlett Packard position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,467 Hewlett Packard shares in Q1 2017, an estimated $33K.
FineMark National Bank & Trust first reported a position in Hewlett Packard in Q4 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Hewlett Packard position peaked at $44K in Q2 2016.
791 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.