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Accurate Investment Solutions’s HealthStream HSTM Stock Holding History

Accurate Investment Solutions’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$2K – 357
2017
Q1 		$2K Hold
100
– – ﹤0.01% 273
2016
Q4 		$3K Hold
100
– – ﹤0.01% 249
2016
Q3 		$3K Hold
100
– – ﹤0.01% 236
2016
Q2 		$3K Hold
100
– – ﹤0.01% 233
2016
Q1 		$2K Hold
100
– – ﹤0.01% 336
2015
Q4 		$2K Buy
+100
New +$2.33K ﹤0.01% 269

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Accurate Investment Solutions's HSTM Position: Q2 2017 in Review

Accurate Investment Solutions sold out of HealthStream (HSTM) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in HSTM in Q4 2015 and held it in 6 quarters. The position peaked at $3K in Q4 2016. 129 funds tracked by Wall St. Rank hold HSTM as of Q2 2017.

  • Accurate Investment Solutions reported no remaining HealthStream position as of Q2 2017 after selling out during the quarter.
  • Accurate Investment Solutions sold 100 HealthStream shares in Q2 2017, an estimated $2K.
  • Accurate Investment Solutions first reported a position in HealthStream in Q4 2015 and held it in 6 quarters.
  • Accurate Investment Solutions's HealthStream position peaked at $3K in Q4 2016.
  • 129 funds tracked by Wall St. Rank held HealthStream as of Q2 2017.

Based on Accurate Investment Solutions's 13F filing for Q2 2017, filed 24 Jul 2017.