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Wealthfront’s Hewlett Packard HPE Stock Holding History

Wealthfront’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
Q3 		$490K Sell
30,030
-673
-2% -$10.8K ﹤0.01% 383
2018
Q2 		$449K Sell
30,703
-1,313
-4% -$21.8K ﹤0.01% 380
2018
Q1 		$562K Sell
32,016
-493
-2% -$8.38K 0.01% 365
2017
Q4 		$467K Sell
32,509
-863
-3% -$12.3K 0.01% 366
2017
Q3 		$491K Sell
33,372
-9,901
-23% -$135K 0.01% 332
2017
Q2 		$557K Sell
43,273
-19,694
-31% -$274K 0.01% 252
2017
Q1 		$867K Sell
62,967
-2,433
-4% -$32.7K 0.02% 143
2016
Q4 		$880K Buy
65,400
+5,497
+9% +$73.4K 0.02% 126
2016
Q3 		$792K Buy
59,903
+5,757
+11% +$71.1K 0.02% 127
2016
Q2 		$575K Buy
54,146
+14,924
+38% +$152K 0.02% 150
2016
Q1 		$404K Buy
+39,222
New +$329K 0.01% 186

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's HPE Position: Q3 2018 in Review

Wealthfront reduced its Hewlett Packard (HPE) stake by 2.2% in Q3 2018, selling an estimated $10.8K and leaving 30,030 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Wealthfront first reported a position in HPE in Q1 2016 and has held it in 11 quarters since. The position peaked at $880K in Q4 2016. 774 funds tracked by Wall St. Rank hold HPE as of Q3 2018.

  • Wealthfront held 30,030 shares of Hewlett Packard worth $490K as of Q3 2018.
  • Wealthfront sold 673 Hewlett Packard shares in Q3 2018, an estimated $10.8K.
  • Hewlett Packard made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #383 holding.
  • Wealthfront first reported a position in Hewlett Packard in Q1 2016 and has held it in 11 quarters since.
  • Wealthfront's Hewlett Packard position peaked at $880K in Q4 2016.
  • 774 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.