First New York Securities’s Hewlett Packard HPE Stock Holding History

First New York Securities’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
2016 Q4	$417K	Sell	30,970 -29,250	-49%	-$391K	0.78%	13
2016 Q3	$796K	Buy	+60,220	New	+$744K	0.53%	37

Other funds holding HPE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First New York Securities's HPE Position: Q4 2016 in Review

First New York Securities reduced its Hewlett Packard (HPE) stake by 49% in Q4 2016, selling an estimated $391K and leaving 30,970 shares worth $417K. The position accounts for 0.78% of the portfolio, ranked #13.

First New York Securities first reported a position in HPE in Q3 2016 and has held it in 2 quarters since. The position peaked at $796K in Q3 2016. 827 funds tracked by Wall St. Rank hold HPE as of Q4 2016.

First New York Securities held 30,970 shares of Hewlett Packard worth $417K as of Q4 2016.
First New York Securities sold 29,250 Hewlett Packard shares in Q4 2016, an estimated $391K.
Hewlett Packard made up 0.78% of First New York Securities's portfolio in Q4 2016, its #13 holding.
First New York Securities first reported a position in Hewlett Packard in Q3 2016 and has held it in 2 quarters since.
First New York Securities's Hewlett Packard position peaked at $796K in Q3 2016.
827 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.