YorkBridge Wealth Partners’s Hewlett Packard HPE Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-6,957	Closed	-$104K	–	381
2019 Q2	$104K	Hold	6,957	–	–	0.05%	277
2019 Q1	$107K	Hold	6,957	–	–	0.05%	263
2018 Q4	$92K	Hold	6,957	–	–	0.05%	260
2018 Q3	$113K	Hold	6,957	–	–	0.05%	264
2018 Q2	$102K	Hold	6,957	–	–	0.04%	287
2018 Q1	$121K	Buy	6,957 +500	+8%	+$8.49K	0.06%	265
2017 Q4	$101K	Hold	6,457	–	–	0.05%	288
2017 Q3	$95K	Sell	6,457 -1,866	-22%	-$25.5K	0.05%	291
2017 Q2	$108K	Sell	8,323 -2,443	-23%	-$34K	0.06%	257
2017 Q1	$117K	Buy	10,766 +1,162	+12%	+$15.6K	0.06%	232
2016 Q4	$130K	Buy	+9,604	New	+$128K	0.08%	201

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's HPE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 6,957 shares — an estimated $104K sold.

YorkBridge Wealth Partners first reported a position in HPE in Q4 2016 and held it in 11 quarters. The position peaked at $130K in Q4 2016. 729 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 6,957 Hewlett Packard shares in Q3 2019, an estimated $104K.
YorkBridge Wealth Partners first reported a position in Hewlett Packard in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Hewlett Packard position peaked at $130K in Q4 2016.
729 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.