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Stanford Investment Group’s Hewlett Packard HPE Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-9,845
Closed -$132K – 125
2016
Q4 		$132K Sell
9,845
-747
-7% -$9.98K 0.06% 72
2016
Q3 		$140K Buy
10,592
+1,033
+11% +$12.8K 0.07% 72
2016
Q2 		$102K Hold
9,559
– – 0.05% 90
2016
Q1 		$99K Hold
9,559
– – 0.06% 90
2015
Q4 		$84K Buy
+9,559
New +$80K 0.05% 95

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stanford Investment Group's HPE Position: Q1 2017 in Review

Stanford Investment Group sold out of Hewlett Packard (HPE) in Q1 2017, closing a stake of 9,845 shares — an estimated $132K sold.

Stanford Investment Group first reported a position in HPE in Q4 2015 and held it in 5 quarters. The position peaked at $140K in Q3 2016. 792 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

  • Stanford Investment Group reported no remaining Hewlett Packard position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 9,845 Hewlett Packard shares in Q1 2017, an estimated $132K.
  • Stanford Investment Group first reported a position in Hewlett Packard in Q4 2015 and held it in 5 quarters.
  • Stanford Investment Group's Hewlett Packard position peaked at $140K in Q3 2016.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.