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Spectrum Financial Alliance’s Hewlett Packard HPE Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-10,605
Closed -$140K – 51
2018
Q4 		$140K Sell
10,605
-739
-7% -$11.1K 0.11% 17
2018
Q3 		$185K Sell
11,344
-662
-6% -$10.6K 0.12% 14
2018
Q2 		$175K Buy
12,006
+5,084
+73% +$84.3K 0.12% 14
2018
Q1 		$121K Buy
+6,922
New +$118K 0.08% 16

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Spectrum Financial Alliance's HPE Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Hewlett Packard (HPE) in Q1 2019, closing a stake of 10,605 shares — an estimated $140K sold.

Spectrum Financial Alliance first reported a position in HPE in Q1 2018 and held it in 4 quarters. The position peaked at $185K in Q3 2018. 799 funds tracked by Wall St. Rank hold HPE as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Hewlett Packard position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 10,605 Hewlett Packard shares in Q1 2019, an estimated $140K.
  • Spectrum Financial Alliance first reported a position in Hewlett Packard in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Hewlett Packard position peaked at $185K in Q3 2018.
  • 799 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.