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O'Brien Wealth Partners’s Hewlett Packard HPE Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-700
Closed -$11K – 124
2018
Q3 		$11K Buy
+700
New +$11.2K 0.01% 125
2018
Q2 		– Sell
-700
Closed -$12K – 137
2018
Q1 		$12K Buy
+700
New +$11.9K 0.01% 111

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's HPE Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 700 shares — an estimated $11K sold.

O'Brien Wealth Partners first reported a position in HPE in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 793 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 700 Hewlett Packard shares in Q4 2018, an estimated $11K.
  • O'Brien Wealth Partners first reported a position in Hewlett Packard in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Hewlett Packard position peaked at $12K in Q1 2018.
  • 793 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.