APP
HMSY

Avantax Planning Partners’s HMS Holdings Corp. HMSY Stock Holding History

Avantax Planning Partners’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-399
Closed -$7K – 1693
2018
Q1 		$7K Buy
+399
New +$6.69K ﹤0.01% 1232

Other funds holding HMSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Avantax Planning Partners's HMSY Position: Q2 2018 in Review

Avantax Planning Partners sold out of HMS Holdings Corp. (HMSY) in Q2 2018, closing a stake of 399 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in HMSY in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 215 funds tracked by Wall St. Rank hold HMSY as of Q2 2018.

  • Avantax Planning Partners reported no remaining HMS Holdings Corp. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 399 HMS Holdings Corp. shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in HMS Holdings Corp. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's HMS Holdings Corp. position peaked at $7K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.