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Wilbanks Smith & Thomas Asset Management’s Hewlett Packard HPE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-5,908
Closed -$97K – 768
2018
Q3 		$97K Buy
+5,908
New +$94.6K 0.01% 546

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BlackRock
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Primecap Management
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HPE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 5,908 shares — an estimated $97K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HPE in Q3 2018 and held it in 1 quarter. The position peaked at $97K in Q3 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 5,908 Hewlett Packard shares in Q4 2018, an estimated $97K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hewlett Packard in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hewlett Packard position peaked at $97K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.