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Patten Group’s Hewlett Packard HPE Stock Holding History

Patten Group’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
2017
Q2 		– Sell
-162
Closed -$2K – 654
2017
Q1 		$2K Hold
162
– – ﹤0.01% 592
2016
Q4 		$2K Sell
162
-2,419
-94% -$32.3K ﹤0.01% 563
2016
Q3 		$32.6K Buy
+2,581
New +$31.9K 0.02% 356

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Patten Group's HPE Position: Q2 2017 in Review

Patten Group sold out of Hewlett Packard (HPE) in Q2 2017, closing a stake of 162 shares — an estimated $2K sold.

Patten Group first reported a position in HPE in Q3 2016 and held it in 3 quarters. The position peaked at $32.6K in Q3 2016. 727 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

  • Patten Group reported no remaining Hewlett Packard position as of Q2 2017 after selling out during the quarter.
  • Patten Group sold 162 Hewlett Packard shares in Q2 2017, an estimated $2K.
  • Patten Group first reported a position in Hewlett Packard in Q3 2016 and held it in 3 quarters.
  • Patten Group's Hewlett Packard position peaked at $32.6K in Q3 2016.
  • 727 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.