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LBA Wealth Management’s Hewlett Packard HPE Stock Holding History

LBA Wealth Management’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
Q1 		$251K Sell
18,238
-2,409
-12% -$32.4K 0.13% 93
2016
Q4 		$278K Buy
20,647
+1,205
+6% +$16.1K 0.15% 89
2016
Q3 		$257K Sell
19,442
-172
-0.9% -$2.12K 0.15% 97
2016
Q2 		$208K Sell
19,614
-301
-2% -$3.06K 0.12% 104
2016
Q1 		$205K Sell
19,915
-1,248
-6% -$10.5K 0.12% 106
2015
Q4 		$187K Buy
+21,163
New +$177K 0.11% 120

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LBA Wealth Management's HPE Position: Q1 2017 in Review

LBA Wealth Management reduced its Hewlett Packard (HPE) stake by 12% in Q1 2017, selling an estimated $32.4K and leaving 18,238 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #93.

LBA Wealth Management first reported a position in HPE in Q4 2015 and has held it in 6 quarters since. The position peaked at $278K in Q4 2016. 791 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

  • LBA Wealth Management held 18,238 shares of Hewlett Packard worth $251K as of Q1 2017.
  • LBA Wealth Management sold 2,409 Hewlett Packard shares in Q1 2017, an estimated $32.4K.
  • Hewlett Packard made up 0.13% of LBA Wealth Management's portfolio in Q1 2017, its #93 holding.
  • LBA Wealth Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Hewlett Packard position peaked at $278K in Q4 2016.
  • 791 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.