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WFG Advisors’s HP HPQ Stock Holding History

WFG Advisors’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$59K Buy
3,376
+809
+32% +$14.9K 0.01% 660
2017
Q1 		$46K Sell
2,567
-699
-21% -$11.3K 0.01% 676
2016
Q4 		$48K Sell
3,266
-2,441
-43% -$37K 0.01% 728
2016
Q3 		$89K Sell
5,707
-914
-14% -$13K 0.02% 553
2016
Q2 		$83K Buy
6,621
+2
+0% +$25 0.02% 548
2016
Q1 		$82K Sell
6,619
-163
-2% -$1.74K 0.02% 529
2015
Q4 		$80K Buy
+6,782
New +$86.8K 0.02% 524
2015
Q3 		– Sell
-14,496
Closed -$198K – 1653
2015
Q2 		$198K Buy
14,496
+2
+0% +$30 0.05% 349
2015
Q1 		$205K Sell
14,494
-11,738
-45% -$194K 0.06% 346
2014
Q4 		$478K Sell
26,232
-71
-0.3% -$1.19K 0.1% 229
2014
Q3 		$424K Buy
26,303
+2,889
+12% +$46.9K 0.08% 289
2014
Q2 		$358K Buy
23,414
+24
+0.1% +$361 0.07% 326
2014
Q1 		$344K Sell
23,390
-1,314
-5% -$17.7K 0.07% 320
2013
Q4 		$314K Sell
24,704
-698
-3% -$8.02K 0.04% 416
2013
Q3 		$242K Sell
25,402
-5,010
-16% -$55.3K 0.04% 436
2013
Q2 		$343K Buy
+30,412
New +$310K 0.06% 337

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WFG Advisors's HPQ Position: Q2 2017 in Review

WFG Advisors increased its HP (HPQ) stake by 32% in Q2 2017, buying an estimated $14.9K and bringing the position to 3,376 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #660.

WFG Advisors first reported a position in HPQ in Q2 2013 and has held it in 16 quarters since. The position peaked at $478K in Q4 2014. 823 funds tracked by Wall St. Rank hold HPQ as of Q2 2017.

  • WFG Advisors held 3,376 shares of HP worth $59K as of Q2 2017.
  • WFG Advisors bought 809 HP shares in Q2 2017, an estimated $14.9K.
  • HP made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #660 holding.
  • WFG Advisors first reported a position in HP in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's HP position peaked at $478K in Q4 2014.
  • 823 funds tracked by Wall St. Rank held HP as of Q2 2017.

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