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Wealthcare Capital Management’s Hewlett Packard HPE Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-145
Closed -$2K – 435
2019
Q4 		$2K Buy
+145
New +$2.32K ﹤0.01% 474
2016
Q4 		– Sell
-231
Closed -$3K – 202
2016
Q3 		$3K Hold
231
– – ﹤0.01% 162
2016
Q2 		$2K Hold
231
– – ﹤0.01% 169
2016
Q1 		$2K Hold
231
– – ﹤0.01% 177
2015
Q4 		$2K Buy
+231
New +$1.93K ﹤0.01% 190

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's HPE Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 145 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in HPE in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q3 2016. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 145 Hewlett Packard shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Hewlett Packard in Q4 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Hewlett Packard position peaked at $3K in Q3 2016.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.