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Mountain Capital Investment Advisors’s Hewlett Packard HPE Stock Holding History

Mountain Capital Investment Advisors’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
-331
Closed -$5K – 196
2017
Q3 		$5K Sell
331
-96
-22% -$1.31K ﹤0.01% 341
2017
Q2 		$5K Buy
+427
New +$5.95K ﹤0.01% 374

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mountain Capital Investment Advisors's HPE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Hewlett Packard (HPE) in Q4 2017, closing a stake of 331 shares — an estimated $5K sold.

Mountain Capital Investment Advisors first reported a position in HPE in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 731 funds tracked by Wall St. Rank hold HPE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Hewlett Packard position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 331 Hewlett Packard shares in Q4 2017, an estimated $5K.
  • Mountain Capital Investment Advisors first reported a position in Hewlett Packard in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Hewlett Packard position peaked at $5K in Q3 2017.
  • 731 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.