PWM
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PRW Wealth Management’s Hewlett Packard HPE Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-417
Closed -$7K – 334
2019
Q1 		$7K Hold
417
– – 0.01% 324
2018
Q4 		$4K Buy
+417
New +$6.25K 0.01% 417

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's HPE Position: Q2 2019 in Review

PRW Wealth Management sold out of Hewlett Packard (HPE) in Q2 2019, closing a stake of 417 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in HPE in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 761 funds tracked by Wall St. Rank hold HPE as of Q2 2019.

  • PRW Wealth Management reported no remaining Hewlett Packard position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 417 Hewlett Packard shares in Q2 2019, an estimated $7K.
  • PRW Wealth Management first reported a position in Hewlett Packard in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Hewlett Packard position peaked at $7K in Q1 2019.
  • 761 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.