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Arete Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Arete Wealth Advisors’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
2019
Q2 		– Sell
-6,401
Closed -$211K – 404
2019
Q1 		$211K Buy
+6,401
New +$245K 0.04% 349

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Wellington Management Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors's HCSG Position: Q2 2019 in Review

Arete Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 6,401 shares — an estimated $211K sold.

Arete Wealth Advisors first reported a position in HCSG in Q1 2019 and held it in 1 quarter. The position peaked at $211K in Q1 2019. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Arete Wealth Advisors reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,401 Healthcare Services Group shares in Q2 2019, an estimated $211K.
  • Arete Wealth Advisors first reported a position in Healthcare Services Group in Q1 2019 and held it in 1 quarter.
  • Arete Wealth Advisors's Healthcare Services Group position peaked at $211K in Q1 2019.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Arete Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.