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RWA Wealth Partners’s Hewlett Packard HPE Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-3,543
Closed -$52K – 449
2018
Q2 		$52K Buy
3,543
+1,216
+52% +$20.2K 0.01% 401
2018
Q1 		$41K Buy
+2,327
New +$39.5K 0.01% 358

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RWA Wealth Partners's HPE Position: Q3 2018 in Review

RWA Wealth Partners sold out of Hewlett Packard (HPE) in Q3 2018, closing a stake of 3,543 shares — an estimated $52K sold.

RWA Wealth Partners first reported a position in HPE in Q1 2018 and held it in 2 quarters. The position peaked at $52K in Q2 2018. 773 funds tracked by Wall St. Rank hold HPE as of Q3 2018.

  • RWA Wealth Partners reported no remaining Hewlett Packard position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 3,543 Hewlett Packard shares in Q3 2018, an estimated $52K.
  • RWA Wealth Partners first reported a position in Hewlett Packard in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Hewlett Packard position peaked at $52K in Q2 2018.
  • 773 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.