Old Mutual Customised Solutions’s Hewlett Packard HPE Stock Holding History

Old Mutual Customised Solutions’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	$1.55M	Hold	106,100	–	–	0.15%	161
2018 Q1	$1.86M	Sell	106,100 -8,900	-8%	-$151K	0.19%	129
2017 Q4	$1.65M	Buy	115,000 +40,400	+54%	+$574K	0.17%	149
2017 Q3	$1.1M	Sell	74,600 -21,559	-22%	-$294K	0.15%	162
2017 Q2	$1.24M	Sell	96,159 -32,195	-25%	-$448K	0.18%	141
2017 Q1	$1.77M	Sell	128,354 -4,817	-4%	-$64.7K	0.27%	89
2016 Q4	$1.79M	Buy	133,171 +29,766	+29%	+$398K	0.33%	69
2016 Q3	$1.37M	Sell	103,405 -31,143	-23%	-$385K	0.39%	52
2016 Q2	$1.43M	Buy	134,548 +46,628	+53%	+$475K	0.36%	55
2016 Q1	$906K	Buy	87,920 +28,217	+47%	+$236K	0.23%	102
2015 Q4	$527K	Buy	+59,703	New	+$500K	0.13%	186

Other funds holding HPE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Mutual Customised Solutions's HPE Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Hewlett Packard (HPE) position steady in Q2 2018 at 106,100 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #161.

Old Mutual Customised Solutions first reported a position in HPE in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2018. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

Old Mutual Customised Solutions held 106,100 shares of Hewlett Packard worth $1.55M as of Q2 2018.
Old Mutual Customised Solutions left its Hewlett Packard share count unchanged in Q2 2018.
Hewlett Packard made up 0.15% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #161 holding.
Old Mutual Customised Solutions first reported a position in Hewlett Packard in Q4 2015 and has held it in 11 quarters since.
Old Mutual Customised Solutions's Hewlett Packard position peaked at $1.86M in Q1 2018.
769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.