Wealthstreet Investment Advisors’s Hewlett Packard HPE Stock Holding History

Wealthstreet Investment Advisors’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	-12,986	Closed	-$206K	–	321
2019 Q4	$206K	Sell	12,986 -600	-4%	-$9.59K	0.02%	333
2019 Q3	$224K	Sell	13,586 -700	-5%	-$9.95K	0.03%	313
2019 Q2	$214K	Sell	14,286 -326	-2%	-$4.94K	0.03%	324
2019 Q1	$225K	Hold	14,612	–	–	0.03%	312
2018 Q4	$229K	Hold	14,612	–	–	0.03%	301
2018 Q3	$238K	Sell	14,612 -500	-3%	-$8.01K	0.03%	318
2018 Q2	$221K	Hold	15,112	–	–	0.03%	318
2018 Q1	$265K	Sell	15,112 -200	-1%	-$3.4K	0.03%	300
2017 Q4	$220K	Buy	+15,312	New	+$218K	0.03%	313

Other funds holding HPE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthstreet Investment Advisors's HPE Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 12,986 shares — an estimated $206K sold.

Wealthstreet Investment Advisors first reported a position in HPE in Q4 2017 and held it in 9 quarters. The position peaked at $265K in Q1 2018. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 12,986 Hewlett Packard shares in Q1 2020, an estimated $206K.
Wealthstreet Investment Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 9 quarters.
Wealthstreet Investment Advisors's Hewlett Packard position peaked at $265K in Q1 2018.
733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.