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Kays Financial Advisory’s Hewlett Packard HPE Stock Holding History

Kays Financial Advisory’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
Q4 		– Sell
-15,493
Closed -$228K – 86
2017
Q3 		$228K Buy
+15,493
New +$211K 0.07% 76

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kays Financial Advisory's HPE Position: Q4 2017 in Review

Kays Financial Advisory sold out of Hewlett Packard (HPE) in Q4 2017, closing a stake of 15,493 shares — an estimated $228K sold.

Kays Financial Advisory first reported a position in HPE in Q3 2017 and held it in 1 quarter. The position peaked at $228K in Q3 2017. 732 funds tracked by Wall St. Rank hold HPE as of Q4 2017.

  • Kays Financial Advisory reported no remaining Hewlett Packard position as of Q4 2017 after selling out during the quarter.
  • Kays Financial Advisory sold 15,493 Hewlett Packard shares in Q4 2017, an estimated $228K.
  • Kays Financial Advisory first reported a position in Hewlett Packard in Q3 2017 and held it in 1 quarter.
  • Kays Financial Advisory's Hewlett Packard position peaked at $228K in Q3 2017.
  • 732 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2017.

Based on Kays Financial Advisory's 13F filing for Q4 2017, filed 1 Nov 2018.