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Gupta Wealth Management’s Hewlett Packard HPE Stock Holding History

Gupta 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
2016
Q1 		$60K Buy
5,828
+3,934
+208% +$33K 0.01% 409
2015
Q4 		$17K Buy
+1,894
New +$15.9K ﹤0.01% 704

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Gupta Wealth Management's HPE Position: Q1 2016 in Review

Gupta Wealth Management increased its Hewlett Packard (HPE) stake by 208% in Q1 2016, buying an estimated $33K and bringing the position to 5,828 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #409.

Gupta Wealth Management first reported a position in HPE in Q4 2015 and has held it in 2 quarters since. 746 funds tracked by Wall St. Rank hold HPE as of Q1 2016.

  • Gupta Wealth Management held 5,828 shares of Hewlett Packard worth $60K as of Q1 2016.
  • Gupta Wealth Management bought 3,934 Hewlett Packard shares in Q1 2016, an estimated $33K.
  • Hewlett Packard made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #409 holding.
  • Gupta Wealth Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 2 quarters since.
  • 746 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.