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Advisornet Financial’s Healthcare Services Group HCSG Stock Holding History

Advisornet Financial’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,271
Closed -$31K – 1841
2019
Q4 		$31K Sell
1,271
-940
-43% -$23.3K ﹤0.01% 1046
2019
Q3 		$54K Buy
2,211
+35
+2% +$883 0.01% 873
2019
Q2 		$66K Hold
2,176
– – 0.01% 723
2019
Q1 		$72K Hold
2,176
– – 0.01% 639
2018
Q4 		$87K Buy
2,176
+252
+13% +$10.7K 0.01% 552
2018
Q3 		$78K Buy
1,924
+221
+13% +$9.18K 0.01% 607
2018
Q2 		$74K Buy
+1,703
New +$67.6K 0.01% 601
2018
Q1 		– Sell
-400
Closed -$21K – 1425
2017
Q4 		$21K Buy
+400
New +$21K ﹤0.01% 850

Other funds holding HCSG

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisornet Financial's HCSG Position: Q1 2020 in Review

Advisornet Financial sold out of Healthcare Services Group (HCSG) in Q1 2020, closing a stake of 1,271 shares — an estimated $31K sold.

Advisornet Financial first reported a position in HCSG in Q4 2017 and held it in 8 quarters. The position peaked at $87K in Q4 2018. 239 funds tracked by Wall St. Rank hold HCSG as of Q1 2020.

  • Advisornet Financial reported no remaining Healthcare Services Group position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 1,271 Healthcare Services Group shares in Q1 2020, an estimated $31K.
  • Advisornet Financial first reported a position in Healthcare Services Group in Q4 2017 and held it in 8 quarters.
  • Advisornet Financial's Healthcare Services Group position peaked at $87K in Q4 2018.
  • 239 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.