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Pathway Financial Advisors’s Hewlett Packard HPE Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-995
Closed -$15K – 211
2018
Q2 		$15K Hold
995
– – 0.01% 352
2018
Q1 		$17K Hold
995
– – 0.01% 355
2017
Q4 		$14K Buy
+995
New +$14.1K 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisors's HPE Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Hewlett Packard (HPE) in Q3 2018, closing a stake of 995 shares — an estimated $15K sold.

Pathway Financial Advisors first reported a position in HPE in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 773 funds tracked by Wall St. Rank hold HPE as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Hewlett Packard position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 995 Hewlett Packard shares in Q3 2018, an estimated $15K.
  • Pathway Financial Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Hewlett Packard position peaked at $17K in Q1 2018.
  • 773 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.