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Rocky Mountain Private Wealth Management’s HP HPQ Stock Holding History

Rocky Mountain Private Wealth Management’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
2016
Q3 		$5K Hold
331
– – 3.68% 9
2016
Q2 		$4K Hold
331
– – 2.56% 11
2016
Q1 		$4K Hold
331
– – 2.61% 10
2015
Q4 		$3K Buy
+331
New +$4.24K 2.01% 15

Other funds holding HPQ

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rocky Mountain Private Wealth Management's HPQ Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its HP (HPQ) position steady in Q3 2016 at 331 shares worth $5K. The position accounts for 3.68% of the portfolio, ranked #9.

Rocky Mountain Private Wealth Management first reported a position in HPQ in Q4 2015 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold HPQ as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 331 shares of HP worth $5K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its HP share count unchanged in Q3 2016.
  • HP made up 3.68% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #9 holding.
  • Rocky Mountain Private Wealth Management first reported a position in HP in Q4 2015 and has held it in 4 quarters since.
  • 784 funds tracked by Wall St. Rank held HP as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.