SWS Partners’s Hewlett Packard HPE Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-366	Closed	-$6K	–	193
2018 Q1	$6K	Hold	366	–	–	﹤0.01%	296
2017 Q4	$5K	Buy	+366	New	+$5.2K	﹤0.01%	321

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's HPE Position: Q2 2018 in Review

SWS Partners sold out of Hewlett Packard (HPE) in Q2 2018, closing a stake of 366 shares — an estimated $6K sold.

SWS Partners first reported a position in HPE in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

SWS Partners reported no remaining Hewlett Packard position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 366 Hewlett Packard shares in Q2 2018, an estimated $6K.
SWS Partners first reported a position in Hewlett Packard in Q4 2017 and held it in 2 quarters.
SWS Partners's Hewlett Packard position peaked at $6K in Q1 2018.
769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.