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Visionary Asset Management’s Hewlett Packard HPE Stock Holding History

Visionary Asset 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
2018
Q2 		– Sell
-12,276
Closed -$210K – 294
2018
Q1 		$210K Buy
+12,276
New +$209K 0.07% 247

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Asset Management's HPE Position: Q2 2018 in Review

Visionary Asset Management sold out of Hewlett Packard (HPE) in Q2 2018, closing a stake of 12,276 shares — an estimated $210K sold.

Visionary Asset Management first reported a position in HPE in Q1 2018 and held it in 1 quarter. The position peaked at $210K in Q1 2018. 769 funds tracked by Wall St. Rank hold HPE as of Q2 2018.

  • Visionary Asset Management reported no remaining Hewlett Packard position as of Q2 2018 after selling out during the quarter.
  • Visionary Asset Management sold 12,276 Hewlett Packard shares in Q2 2018, an estimated $210K.
  • Visionary Asset Management first reported a position in Hewlett Packard in Q1 2018 and held it in 1 quarter.
  • Visionary Asset Management's Hewlett Packard position peaked at $210K in Q1 2018.
  • 769 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2018.

Based on Visionary Asset Management's 13F filing for Q2 2018, filed 24 Jul 2018.