Institute for Wealth Management’s HP HPQ Stock Holding History

Institute for Wealth Management’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
2019 Q3	–	Sell	-14,611	Closed	-$304K	–	446
2019 Q2	$304K	Buy	+14,611	New	+$289K	0.07%	349
2019 Q1	–	Sell	-19,172	Closed	-$391K	–	459
2018 Q4	$391K	Buy	19,172 +8,950	+88%	+$209K	0.16%	172
2018 Q3	$261K	Sell	10,222 -5,702	-36%	-$138K	0.09%	196
2018 Q2	$354K	Buy	15,924 +210	+1%	+$4.68K	0.11%	187
2018 Q1	$347K	Buy	+15,714	New	+$355K	0.1%	223

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's HPQ Position: Q3 2019 in Review

Institute for Wealth Management sold out of HP (HPQ) in Q3 2019, closing a stake of 14,611 shares — an estimated $304K sold.

Institute for Wealth Management first reported a position in HPQ in Q1 2018 and held it in 5 quarters. The position peaked at $391K in Q4 2018. 864 funds tracked by Wall St. Rank hold HPQ as of Q3 2019.

Institute for Wealth Management reported no remaining HP position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 14,611 HP shares in Q3 2019, an estimated $304K.
Institute for Wealth Management first reported a position in HP in Q1 2018 and held it in 5 quarters.
Institute for Wealth Management's HP position peaked at $391K in Q4 2018.
864 funds tracked by Wall St. Rank held HP as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.