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Frontier Wealth Management’s Hewlett Packard HPE Stock Holding History

Frontier 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
2020
Q1 		– Sell
-10,422
Closed -$165K – 310
2019
Q4 		$165K Sell
10,422
-403
-4% -$6.44K 0.03% 288
2019
Q3 		$164K Sell
10,825
-523
-5% -$7.43K 0.02% 288
2019
Q2 		$170K Sell
11,348
-2,395
-17% -$36.3K 0.03% 285
2019
Q1 		$212K Buy
13,743
+1,707
+14% +$26.3K 0.03% 329
2018
Q4 		$159K Buy
12,036
+1
+0% +$15 0.02% 332
2018
Q3 		$196K Buy
12,035
+1
+0% +$16 0.02% 365
2018
Q2 		$176K Buy
12,034
+1
+0% +$17 0.03% 361
2018
Q1 		$211K Buy
12,033
+1,700
+16% +$28.9K 0.03% 354
2017
Q4 		$148K Sell
10,333
-100
-1% -$1.42K 0.02% 336
2017
Q3 		$153K Sell
10,433
-3,015
-22% -$41.1K 0.02% 373
2017
Q2 		$173K Sell
13,448
-4,503
-25% -$62.7K 0.03% 361
2017
Q1 		$247K Buy
17,951
+172
+1% +$2.31K 0.04% 328
2016
Q4 		$239K Buy
+17,779
New +$238K 0.04% 324

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Frontier Wealth Management's HPE Position: Q1 2020 in Review

Frontier Wealth Management sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 10,422 shares — an estimated $165K sold.

Frontier Wealth Management first reported a position in HPE in Q4 2016 and held it in 13 quarters. The position peaked at $247K in Q1 2017. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • Frontier Wealth Management reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 10,422 Hewlett Packard shares in Q1 2020, an estimated $165K.
  • Frontier Wealth Management first reported a position in Hewlett Packard in Q4 2016 and held it in 13 quarters.
  • Frontier Wealth Management's Hewlett Packard position peaked at $247K in Q1 2017.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.