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AMP Capital Investors’s HealthEquity HQY Stock Holding History

AMP Capital Investors’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
2016
Q4 		– Sell
-5,900
Closed -$220K – 1250
2016
Q3 		$220K Buy
+5,900
New +$187K ﹤0.01% 1154
2016
Q2 		– Sell
-8,860
Closed -$216K – 1210
2016
Q1 		$216K Buy
+8,860
New +$190K ﹤0.01% 1101

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMP Capital Investors's HQY Position: Q4 2016 in Review

AMP Capital Investors sold out of HealthEquity (HQY) in Q4 2016, closing a stake of 5,900 shares — an estimated $220K sold.

AMP Capital Investors first reported a position in HQY in Q1 2016 and held it in 2 quarters. The position peaked at $220K in Q3 2016. 200 funds tracked by Wall St. Rank hold HQY as of Q4 2016.

  • AMP Capital Investors reported no remaining HealthEquity position as of Q4 2016 after selling out during the quarter.
  • AMP Capital Investors sold 5,900 HealthEquity shares in Q4 2016, an estimated $220K.
  • AMP Capital Investors first reported a position in HealthEquity in Q1 2016 and held it in 2 quarters.
  • AMP Capital Investors's HealthEquity position peaked at $220K in Q3 2016.
  • 200 funds tracked by Wall St. Rank held HealthEquity as of Q4 2016.

Based on AMP Capital Investors's 13F filing for Q4 2016, filed 13 Feb 2017.