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Pathway Financial Advisors’s HP HPQ Stock Holding History

Pathway Financial Advisors’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-995
Closed -$23K – 212
2018
Q2 		$23K Hold
995
– – 0.01% 328
2018
Q1 		$22K Hold
995
– – 0.01% 336
2017
Q4 		$21K Buy
+995
New +$21.2K 0.01% 349

Other funds holding HPQ

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pathway Financial Advisors sold out of HP (HPQ) in Q3 2018, closing a stake of 995 shares — an estimated $23K sold.

Pathway Financial Advisors first reported a position in HPQ in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2018. 958 funds tracked by Wall St. Rank hold HPQ as of Q3 2018.

  • Pathway Financial Advisors reported no remaining HP position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 995 HP shares in Q3 2018, an estimated $23K.
  • Pathway Financial Advisors first reported a position in HP in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's HP position peaked at $23K in Q2 2018.
  • 958 funds tracked by Wall St. Rank held HP as of Q3 2018.

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