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Integrated Wealth Counsel’s Hewlett Packard HPE Stock Holding History

Integrated Wealth Counsel’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
Q4 		$37K Hold
2,753
– – 0.08% 85
2016
Q3 		$36K Hold
2,753
– – 0.08% 81
2016
Q2 		$29K Hold
2,753
– – 0.07% 52
2016
Q1 		$28K Hold
2,753
– – 0.06% 53
2015
Q4 		$24K Buy
+2,753
New +$23K 0.04% 55

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's HPE Position: Q4 2016 in Review

Integrated Wealth Counsel held its Hewlett Packard (HPE) position steady in Q4 2016 at 2,753 shares worth $37K. The position accounts for 0.08% of the portfolio, ranked #85.

Integrated Wealth Counsel first reported a position in HPE in Q4 2015 and has held it in 5 quarters since. 827 funds tracked by Wall St. Rank hold HPE as of Q4 2016.

  • Integrated Wealth Counsel held 2,753 shares of Hewlett Packard worth $37K as of Q4 2016.
  • Integrated Wealth Counsel left its Hewlett Packard share count unchanged in Q4 2016.
  • Hewlett Packard made up 0.08% of Integrated Wealth Counsel's portfolio in Q4 2016, its #85 holding.
  • Integrated Wealth Counsel first reported a position in Hewlett Packard in Q4 2015 and has held it in 5 quarters since.
  • 827 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.