SevenBridge Financial Group’s Hewlett Packard HPE Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-1,000	Closed	-$15K	–	325
2019 Q2	$15K	Hold	1,000	–	–	0.01%	413
2019 Q1	$15K	Hold	1,000	–	–	0.01%	370
2018 Q4	$13K	Hold	1,000	–	–	0.01%	342
2018 Q3	$16K	Hold	1,000	–	–	0.01%	362
2018 Q2	$15K	Hold	1,000	–	–	0.01%	375
2018 Q1	$18K	Sell	1,000 -964	-49%	-$16.4K	0.01%	364
2017 Q4	$28K	Hold	1,964	–	–	0.02%	330
2017 Q3	$29K	Sell	1,964 -568	-22%	-$7.75K	0.02%	323
2017 Q2	$33K	Sell	2,532 -847	-25%	-$11.8K	0.02%	318
2017 Q1	$36K	Hold	3,379	–	–	0.02%	298
2016 Q4	$43K	Hold	3,379	–	–	0.03%	272
2016 Q3	$43K	Hold	3,379	–	–	0.03%	270
2016 Q2	$36K	Buy	+3,379	New	+$34.4K	0.03%	325

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SevenBridge Financial Group's HPE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 1,000 shares — an estimated $15K sold.

SevenBridge Financial Group first reported a position in HPE in Q2 2016 and held it in 13 quarters. The position peaked at $43K in Q4 2016. 729 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

SevenBridge Financial Group reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,000 Hewlett Packard shares in Q3 2019, an estimated $15K.
SevenBridge Financial Group first reported a position in Hewlett Packard in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Hewlett Packard position peaked at $43K in Q4 2016.
729 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.