APSP
STRM

Asset Planning Services (Pennsylvania)’s Streamline Health Solutions STRM Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed -$2K – 289
2016
Q2 		$2K Hold
100
– – ﹤0.01% 274
2016
Q1 		$2K Hold
100
– – ﹤0.01% 251
2015
Q4 		$2K Hold
100
– – ﹤0.01% 225
2015
Q3 		$3K Hold
100
– – ﹤0.01% 211
2015
Q2 		$4K Buy
+100
New +$3.78K ﹤0.01% 218

Other funds holding STRM

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s STRM Position: Q3 2016 in Review

Asset Planning Services (Pennsylvania) sold out of Streamline Health Solutions (STRM) in Q3 2016, closing a stake of 100 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in STRM in Q2 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2015. 41 funds tracked by Wall St. Rank hold STRM as of Q3 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining Streamline Health Solutions position as of Q3 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 100 Streamline Health Solutions shares in Q3 2016, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in Streamline Health Solutions in Q2 2015 and held it in 5 quarters.
  • Asset Planning Services (Pennsylvania)'s Streamline Health Solutions position peaked at $4K in Q2 2015.
  • 41 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2016, filed 13 Jan 2017.