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Strategic Investment Management’s Hewlett Packard HPE Stock Holding History

Strategic Investment Management’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
2016
Q2 		– Sell
-31,455
Closed -$324K – 101
2016
Q1 		$324K Sell
31,455
-3,660
-10% -$30.7K 0.16% 36
2015
Q4 		$310K Buy
+35,115
New +$294K 0.17% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Investment Management's HPE Position: Q2 2016 in Review

Strategic Investment Management sold out of Hewlett Packard (HPE) in Q2 2016, closing a stake of 31,455 shares — an estimated $324K sold.

Strategic Investment Management first reported a position in HPE in Q4 2015 and held it in 2 quarters. The position peaked at $324K in Q1 2016. 741 funds tracked by Wall St. Rank hold HPE as of Q2 2016.

  • Strategic Investment Management reported no remaining Hewlett Packard position as of Q2 2016 after selling out during the quarter.
  • Strategic Investment Management sold 31,455 Hewlett Packard shares in Q2 2016, an estimated $324K.
  • Strategic Investment Management first reported a position in Hewlett Packard in Q4 2015 and held it in 2 quarters.
  • Strategic Investment Management's Hewlett Packard position peaked at $324K in Q1 2016.
  • 741 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2016.

Based on Strategic Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.