Fusion Family Wealth’s HP HPQ Stock Holding History

Fusion Family Wealth’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$10K	–	262
2017 Q2	$10K	Hold	600	–	–	﹤0.01%	203
2017 Q1	$11K	Hold	600	–	–	﹤0.01%	200
2016 Q4	$9K	Buy	+600	New	+$9.08K	0.01%	256

Other funds holding HPQ

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Fusion Family Wealth's HPQ Position: Q3 2017 in Review

Fusion Family Wealth sold out of HP (HPQ) in Q3 2017, closing a stake of 600 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in HPQ in Q4 2016 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 819 funds tracked by Wall St. Rank hold HPQ as of Q3 2017.

Fusion Family Wealth reported no remaining HP position as of Q3 2017 after selling out during the quarter.
Fusion Family Wealth sold 600 HP shares in Q3 2017, an estimated $10K.
Fusion Family Wealth first reported a position in HP in Q4 2016 and held it in 3 quarters.
Fusion Family Wealth's HP position peaked at $11K in Q1 2017.
819 funds tracked by Wall St. Rank held HP as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.