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Royal Fund Management’s Hewlett Packard HPE Stock Holding History

Royal Fund 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
Q3 		– Sell
-50
Closed – – 613
2019
Q2 		$0 Hold
50
– – ﹤0.01% 588
2019
Q1 		$0 Hold
50
– – ﹤0.01% 619
2018
Q4 		$0 Hold
50
– – ﹤0.01% 610
2018
Q3 		$0 Sell
50
-300
-86% -$4.81K ﹤0.01% 572
2018
Q2 		$5K Hold
350
– – ﹤0.01% 417
2018
Q1 		$6K Hold
350
– – ﹤0.01% 377
2017
Q4 		$5K Hold
350
– – ﹤0.01% 486
2017
Q3 		$5K Sell
350
-37
-10% -$505 ﹤0.01% 354
2017
Q2 		$4K Sell
387
-129
-25% -$1.8K ﹤0.01% 337
2017
Q1 		$7K Hold
516
– – ﹤0.01% 292
2016
Q4 		$6K Buy
+516
New +$6.89K ﹤0.01% 289

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Fund Management's HPE Position: Q3 2019 in Review

Royal Fund Management sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 50 shares.

Royal Fund Management first reported a position in HPE in Q4 2016 and held it in 11 quarters. The position peaked at $7K in Q1 2017. 729 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

  • Royal Fund Management reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
  • Royal Fund Management sold 50 Hewlett Packard shares in Q3 2019.
  • Royal Fund Management first reported a position in Hewlett Packard in Q4 2016 and held it in 11 quarters.
  • Royal Fund Management's Hewlett Packard position peaked at $7K in Q1 2017.
  • 729 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on Royal Fund Management's 13F filing for Q3 2019, filed 8 May 2020.