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Independent Portfolio Consultants’s Hewlett Packard HPE Stock Holding History

Independent Portfolio Consultants’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
Q2 		$33K Sell
2,584
-9,469
-79% -$132K 0.01% 567
2017
Q1 		$166K Sell
12,053
-4,070
-25% -$54.7K 0.06% 359
2016
Q4 		$217K Buy
16,123
+4,655
+41% +$62.2K 0.07% 302
2016
Q3 		$152K Buy
11,468
+8,663
+309% +$107K 0.05% 390
2016
Q2 		$30K Buy
+2,805
New +$28.5K 0.01% 610

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Portfolio Consultants's HPE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Hewlett Packard (HPE) stake by 79% in Q2 2017, selling an estimated $132K and leaving 2,584 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #567.

Independent Portfolio Consultants first reported a position in HPE in Q2 2016 and has held it in 5 quarters since. The position peaked at $217K in Q4 2016. 728 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

  • Independent Portfolio Consultants held 2,584 shares of Hewlett Packard worth $33K as of Q2 2017.
  • Independent Portfolio Consultants sold 9,469 Hewlett Packard shares in Q2 2017, an estimated $132K.
  • Hewlett Packard made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #567 holding.
  • Independent Portfolio Consultants first reported a position in Hewlett Packard in Q2 2016 and has held it in 5 quarters since.
  • Independent Portfolio Consultants's Hewlett Packard position peaked at $217K in Q4 2016.
  • 728 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.