BOPW
HMSY

Brandywine Oak Private Wealth’s HMS Holdings Corp. HMSY Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-200
Closed -$5K – 703
2018
Q4 		$5K Buy
+200
New +$6.47K ﹤0.01% 572

Other funds holding HMSY

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Brandywine Oak Private Wealth's HMSY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of HMS Holdings Corp. (HMSY) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Brandywine Oak Private Wealth first reported a position in HMSY in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 274 funds tracked by Wall St. Rank hold HMSY as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining HMS Holdings Corp. position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 200 HMS Holdings Corp. shares in Q1 2019, an estimated $5K.
  • Brandywine Oak Private Wealth first reported a position in HMS Holdings Corp. in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's HMS Holdings Corp. position peaked at $5K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.