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Geneva Advisors’s Hewlett Packard HPE Stock Holding History

Geneva Advisors’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
-15,745
Closed -$212K – 796
2016
Q4 		$212K Sell
15,745
-1,247
-7% -$16.7K ﹤0.01% 666
2016
Q3 		$225K Sell
16,992
-1,358
-7% -$16.8K ﹤0.01% 642
2016
Q2 		$195K Hold
18,350
– – ﹤0.01% 616
2016
Q1 		$189K Buy
+18,350
New +$154K ﹤0.01% 613

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geneva Advisors's HPE Position: Q1 2017 in Review

Geneva Advisors sold out of Hewlett Packard (HPE) in Q1 2017, closing a stake of 15,745 shares — an estimated $212K sold.

Geneva Advisors first reported a position in HPE in Q1 2016 and held it in 4 quarters. The position peaked at $225K in Q3 2016. 792 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

  • Geneva Advisors reported no remaining Hewlett Packard position as of Q1 2017 after selling out during the quarter.
  • Geneva Advisors sold 15,745 Hewlett Packard shares in Q1 2017, an estimated $212K.
  • Geneva Advisors first reported a position in Hewlett Packard in Q1 2016 and held it in 4 quarters.
  • Geneva Advisors's Hewlett Packard position peaked at $225K in Q3 2016.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on Geneva Advisors's 13F filing for Q1 2017, filed 1 May 2017.