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Acrospire Investment Management’s HealthEquity HQY Stock Holding History

Acrospire Investment Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,192
Closed -$59K – 652
2017
Q2 		$59K Buy
1,192
+400
+51% +$18.7K 0.06% 694
2017
Q1 		$34K Buy
+792
New +$35K 0.03% 1269

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Acrospire Investment Management's HQY Position: Q3 2017 in Review

Acrospire Investment Management sold out of HealthEquity (HQY) in Q3 2017, closing a stake of 1,192 shares — an estimated $59K sold.

Acrospire Investment Management first reported a position in HQY in Q1 2017 and held it in 2 quarters. The position peaked at $59K in Q2 2017. 238 funds tracked by Wall St. Rank hold HQY as of Q3 2017.

  • Acrospire Investment Management reported no remaining HealthEquity position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,192 HealthEquity shares in Q3 2017, an estimated $59K.
  • Acrospire Investment Management first reported a position in HealthEquity in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's HealthEquity position peaked at $59K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held HealthEquity as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.