SHWM
HPQ icon

Smith & Howard Wealth Management’s HP HPQ Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-344
Closed -$4K – 111
2013
Q4 		$4K Sell
344
-9,083
-96% -$104K ﹤0.01% 228
2013
Q3 		$90K Buy
9,427
+9,083
+2,640% +$100K 0.05% 83
2013
Q2 		$4K Buy
+344
New +$3.51K ﹤0.01% 207

Other funds holding HPQ

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smith & Howard Wealth Management's HPQ Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of HP (HPQ) in Q1 2014, closing a stake of 344 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in HPQ in Q2 2013 and held it in 3 quarters. The position peaked at $90K in Q3 2013. 901 funds tracked by Wall St. Rank hold HPQ as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining HP position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 344 HP shares in Q1 2014, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in HP in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's HP position peaked at $90K in Q3 2013.
  • 901 funds tracked by Wall St. Rank held HP as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.