Trevor, Stewart, Burton & Jacobsen’s Hewlett Packard HPE Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
2015 Q4	$1.84M	Buy	+208,824	New	+$1.75M	2.09%	22

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Trevor, Stewart, Burton & Jacobsen's HPE Position: Q4 2015 in Review

Trevor, Stewart, Burton & Jacobsen opened a new position in Hewlett Packard (HPE) in Q4 2015: 208,824 shares worth $1.84M. The stake represents 2.09% of the portfolio and ranks #22 among its holdings.

730 funds tracked by Wall St. Rank hold HPE as of Q4 2015.

Trevor, Stewart, Burton & Jacobsen held 208,824 shares of Hewlett Packard worth $1.84M as of Q4 2015.
Hewlett Packard was a new Trevor, Stewart, Burton & Jacobsen position in Q4 2015.
Hewlett Packard made up 2.09% of Trevor, Stewart, Burton & Jacobsen's portfolio in Q4 2015, its #22 holding.
730 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2015.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q4 2015, filed 12 Feb 2016.