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WealthTrust Fairport’s Hewlett Packard HPE Stock Holding History

WealthTrust Fairport’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
2019
Q1 		$13K Buy
+873
New +$13.5K ﹤0.01% 324
2018
Q4 		– Sell
-444
Closed -$7K – 460
2018
Q3 		$7K Buy
444
+200
+82% +$3.2K ﹤0.01% 411
2018
Q2 		$4K Hold
244
– – ﹤0.01% 437
2018
Q1 		$4K Buy
+244
New +$4.14K ﹤0.01% 438

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

WealthTrust Fairport's HPE Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in Hewlett Packard (HPE) in Q1 2019: 873 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: WealthTrust Fairport previously reported a position in HPE as recently as Q3 2018.

WealthTrust Fairport first reported a position in HPE in Q1 2018 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold HPE as of Q1 2019.

  • WealthTrust Fairport held 873 shares of Hewlett Packard worth $13K as of Q1 2019.
  • Hewlett Packard was a new WealthTrust Fairport position in Q1 2019.
  • Hewlett Packard made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #324 holding.
  • WealthTrust Fairport first reported a position in Hewlett Packard in Q1 2018 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.