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US Financial Advisors’s HP HPQ Stock Holding History

US Financial Advisors’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,731
Closed -$20K – 535
2015
Q4 		$20K Buy
+1,731
New +$22.2K 0.02% 241
2015
Q3 		– Sell
-1,332
Closed -$18K – 583
2015
Q2 		$18K Sell
1,332
-1,859
-58% -$27.6K 0.02% 192
2015
Q1 		$45K Buy
3,191
+672
+27% +$11.1K 0.04% 118
2014
Q4 		$46K Buy
+2,519
New +$42.2K 0.04% 112

Other funds holding HPQ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

US Financial Advisors's HPQ Position: Q1 2016 in Review

US Financial Advisors sold out of HP (HPQ) in Q1 2016, closing a stake of 1,731 shares — an estimated $20K sold.

US Financial Advisors first reported a position in HPQ in Q4 2014 and held it in 4 quarters. The position peaked at $46K in Q4 2014. 789 funds tracked by Wall St. Rank hold HPQ as of Q1 2016.

  • US Financial Advisors reported no remaining HP position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,731 HP shares in Q1 2016, an estimated $20K.
  • US Financial Advisors first reported a position in HP in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's HP position peaked at $46K in Q4 2014.
  • 789 funds tracked by Wall St. Rank held HP as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.