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McKinley Carter Wealth Services’s Hewlett Packard HPE Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,200
Closed -$21K – 259
2018
Q1 		$21K Buy
+1,200
New +$20.4K 0.01% 322

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Carter Wealth Services's HPE Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Hewlett Packard (HPE) in Q2 2018, closing a stake of 1,200 shares — an estimated $21K sold.

McKinley Carter Wealth Services first reported a position in HPE in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Hewlett Packard position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,200 Hewlett Packard shares in Q2 2018, an estimated $21K.
  • McKinley Carter Wealth Services first reported a position in Hewlett Packard in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Hewlett Packard position peaked at $21K in Q1 2018.
  • 769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.