WealthTrust-Arizona’s Hewlett Packard HPE Stock Holding History

WealthTrust-Arizona’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 Q4	$20K	Sell	1,540 -126	-8%	-$1.89K	0.01%	265
2018 Q3	$27K	Hold	1,666	–	–	0.01%	230
2018 Q2	$24K	Hold	1,666	–	–	0.01%	234
2018 Q1	$29K	Sell	1,666 -100	-6%	-$1.7K	0.02%	227
2017 Q4	$25K	Hold	1,766	–	–	0.01%	251
2017 Q3	$26K	Sell	1,766 -381	-18%	-$5.2K	0.01%	231
2017 Q2	$28K	Sell	2,147 -547	-20%	-$7.62K	0.01%	216
2017 Q1	$37K	Sell	2,694 -18	-0.7%	-$242	0.02%	185
2016 Q4	$36K	Hold	2,712	–	–	0.02%	184
2016 Q3	$36K	Hold	2,712	–	–	0.02%	182
2016 Q2	$29K	Hold	2,712	–	–	0.02%	195
2016 Q1	$28K	Hold	2,712	–	–	0.02%	197
2015 Q4	$24K	Buy	+2,712	New	+$22.7K	0.01%	225

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's HPE Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Hewlett Packard (HPE) stake by 7.6% in Q4 2018, selling an estimated $1.89K and leaving 1,540 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #265.

WealthTrust-Arizona first reported a position in HPE in Q4 2015 and has held it in 13 quarters since. The position peaked at $37K in Q1 2017. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

WealthTrust-Arizona held 1,540 shares of Hewlett Packard worth $20K as of Q4 2018.
WealthTrust-Arizona sold 126 Hewlett Packard shares in Q4 2018, an estimated $1.89K.
Hewlett Packard made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #265 holding.
WealthTrust-Arizona first reported a position in Hewlett Packard in Q4 2015 and has held it in 13 quarters since.
WealthTrust-Arizona's Hewlett Packard position peaked at $37K in Q1 2017.
792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.