Nelson Capital Management’s Hewlett Packard HPE Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-1,600	Closed	-$24K	–	186
2019 Q3	$24K	Hold	1,600	–	–	0.01%	197
2019 Q2	$24K	Hold	1,600	–	–	0.01%	187
2019 Q1	$25K	Hold	1,600	–	–	0.01%	175
2018 Q4	$21K	Hold	1,600	–	–	0.01%	189
2018 Q3	$26K	Hold	1,600	–	–	0.01%	169
2018 Q2	$23K	Hold	1,600	–	–	0.01%	166
2018 Q1	$28K	Hold	1,600	–	–	0.01%	167
2017 Q4	$23K	Hold	1,600	–	–	0.01%	196
2017 Q3	$24K	Sell	1,600 -823	-34%	-$11.2K	0.01%	176
2017 Q2	$31K	Sell	2,423 -812	-25%	-$11.3K	0.01%	151
2017 Q1	$45K	Hold	3,235	–	–	0.02%	132
2016 Q4	$44K	Buy	3,235 +2,753	+571%	+$36.8K	0.02%	130
2016 Q3	$6K	Hold	482	–	–	﹤0.01%	225
2016 Q2	$5K	Sell	482 -3,441	-88%	-$35K	﹤0.01%	234
2016 Q1	$40K	Hold	3,923	–	–	0.02%	115
2015 Q4	$35K	Buy	+3,923	New	+$32.8K	0.01%	122

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nelson Capital Management's HPE Position: Q4 2019 in Review

Nelson Capital Management sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 1,600 shares — an estimated $24K sold.

Nelson Capital Management first reported a position in HPE in Q4 2015 and held it in 16 quarters. The position peaked at $45K in Q1 2017. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

Nelson Capital Management reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,600 Hewlett Packard shares in Q4 2019, an estimated $24K.
Nelson Capital Management first reported a position in Hewlett Packard in Q4 2015 and held it in 16 quarters.
Nelson Capital Management's Hewlett Packard position peaked at $45K in Q1 2017.
794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.