HWP
HPE icon

Hefty Wealth Partners’s Hewlett Packard HPE Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$8K Hold
433
– – 0.01% 189
2017
Q4 		$6K Hold
433
– – ﹤0.01% 205
2017
Q3 		$6K Sell
433
-125
-22% -$1.71K ﹤0.01% 199
2017
Q2 		$7K Sell
558
-187
-25% -$2.6K ﹤0.01% 177
2017
Q1 		$10K Hold
745
– – 0.01% 173
2016
Q4 		$10K Hold
745
– – 0.01% 159
2016
Q3 		$9K Buy
+745
New +$9.2K 0.01% 176

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hefty Wealth Partners's HPE Position: Q1 2018 in Review

Hefty Wealth Partners held its Hewlett Packard (HPE) position steady in Q1 2018 at 433 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #189.

Hefty Wealth Partners first reported a position in HPE in Q3 2016 and has held it in 7 quarters since. The position peaked at $10K in Q1 2017. 775 funds tracked by Wall St. Rank hold HPE as of Q1 2018.

  • Hefty Wealth Partners held 433 shares of Hewlett Packard worth $8K as of Q1 2018.
  • Hefty Wealth Partners left its Hewlett Packard share count unchanged in Q1 2018.
  • Hewlett Packard made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #189 holding.
  • Hefty Wealth Partners first reported a position in Hewlett Packard in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Hewlett Packard position peaked at $10K in Q1 2017.
  • 775 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.