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WFG Advisors’s Hewlett Packard HPE Stock Holding History

WFG 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
2017
Q2 		$100K Sell
7,789
-1,230
-14% -$17.1K 0.02% 528
2017
Q1 		$124K Sell
9,019
-2,225
-20% -$29.9K 0.03% 436
2016
Q4 		$151K Sell
11,244
-1,617
-13% -$21.6K 0.04% 438
2016
Q3 		$170K Sell
12,861
-26
-0.2% -$321 0.04% 404
2016
Q2 		$137K Hold
12,887
– – 0.04% 424
2016
Q1 		$133K Buy
12,887
+1,265
+11% +$10.6K 0.04% 417
2015
Q4 		$103K Buy
+11,622
New +$97.3K 0.03% 461

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's HPE Position: Q2 2017 in Review

WFG Advisors reduced its Hewlett Packard (HPE) stake by 14% in Q2 2017, selling an estimated $17.1K and leaving 7,789 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #528.

WFG Advisors first reported a position in HPE in Q4 2015 and has held it in 7 quarters since. The position peaked at $170K in Q3 2016. 727 funds tracked by Wall St. Rank hold HPE as of Q2 2017.

  • WFG Advisors held 7,789 shares of Hewlett Packard worth $100K as of Q2 2017.
  • WFG Advisors sold 1,230 Hewlett Packard shares in Q2 2017, an estimated $17.1K.
  • Hewlett Packard made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #528 holding.
  • WFG Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's Hewlett Packard position peaked at $170K in Q3 2016.
  • 727 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.