MWP
HPE icon

MYCIO Wealth Partners’s Hewlett Packard HPE Stock Holding History

MYCIO Wealth Partners’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
Q2 		– Sell
-16,202
Closed -$223K – 245
2017
Q1 		$223K Buy
+16,202
New +$218K 0.03% 210
2016
Q4 		– Sell
-10,538
Closed -$139K – 411
2016
Q3 		$139K Sell
10,538
-229
-2% -$2.83K 0.02% 213
2016
Q2 		$114K Sell
10,767
-43
-0.4% -$438 0.02% 246
2016
Q1 		$111K Buy
10,810
+229
+2% +$1.92K 0.02% 213
2015
Q4 		$93K Buy
+10,581
New +$88.6K 0.02% 232

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MYCIO Wealth Partners's HPE Position: Q2 2017 in Review

MYCIO Wealth Partners sold out of Hewlett Packard (HPE) in Q2 2017, closing a stake of 16,202 shares — an estimated $223K sold.

MYCIO Wealth Partners first reported a position in HPE in Q4 2015 and held it in 5 quarters. The position peaked at $223K in Q1 2017. 727 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

  • MYCIO Wealth Partners reported no remaining Hewlett Packard position as of Q2 2017 after selling out during the quarter.
  • MYCIO Wealth Partners sold 16,202 Hewlett Packard shares in Q2 2017, an estimated $223K.
  • MYCIO Wealth Partners first reported a position in Hewlett Packard in Q4 2015 and held it in 5 quarters.
  • MYCIO Wealth Partners's Hewlett Packard position peaked at $223K in Q1 2017.
  • 727 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on MYCIO Wealth Partners's 13F filing for Q2 2017, filed 8 Aug 2017.