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Lumina Fund Management’s Hewlett Packard HPE Stock Holding History

Lumina Fund 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
2016
Q1 		– Sell
-39,401
Closed -$348K – 38
2015
Q4 		$348K Buy
+39,401
New +$330K 0.03% 32

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Vanguard Group
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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
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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lumina Fund Management's HPE Position: Q1 2016 in Review

Lumina Fund Management sold out of Hewlett Packard (HPE) in Q1 2016, closing a stake of 39,401 shares — an estimated $348K sold.

Lumina Fund Management first reported a position in HPE in Q4 2015 and held it in 1 quarter. The position peaked at $348K in Q4 2015. 745 funds tracked by Wall St. Rank hold HPE as of Q1 2016.

  • Lumina Fund Management reported no remaining Hewlett Packard position as of Q1 2016 after selling out during the quarter.
  • Lumina Fund Management sold 39,401 Hewlett Packard shares in Q1 2016, an estimated $348K.
  • Lumina Fund Management first reported a position in Hewlett Packard in Q4 2015 and held it in 1 quarter.
  • Lumina Fund Management's Hewlett Packard position peaked at $348K in Q4 2015.
  • 745 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2016.

Based on Lumina Fund Management's 13F filing for Q1 2016, filed 16 May 2016.