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Bruderman Asset Management’s Healthcare Services Group HCSG Stock Holding History

Bruderman Asset Management’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
2018
Q1 		– Sell
-3,969
Closed -$209K – 350
2017
Q4 		$209K Buy
3,969
+227
+6% +$11.9K 0.05% 118
2017
Q3 		$202K Buy
3,742
+115
+3% +$5.91K 0.05% 118
2017
Q2 		$170K Buy
+3,627
New +$168K 0.05% 118
2017
Q1 		– Sell
-4,692
Closed -$184K – 208
2016
Q4 		$184K Buy
4,692
+57
+1% +$2.18K 0.06% 117
2016
Q3 		$183K Sell
4,635
-72
-2% -$2.82K 0.05% 125
2016
Q2 		$195K Sell
4,707
-356
-7% -$13.7K 0.06% 123
2016
Q1 		$186K Sell
5,063
-175
-3% -$6.08K 0.06% 123
2015
Q4 		$183K Buy
5,238
+1,176
+29% +$42.8K 0.07% 126
2015
Q3 		$137K Sell
4,062
-154
-4% -$5.21K 0.05% 128
2015
Q2 		$139K Buy
4,216
+87
+2% +$2.74K 0.05% 132
2015
Q1 		$133K Buy
+4,129
New +$133K 0.05% 135

Other funds holding HCSG

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Bruderman Asset Management's HCSG Position: Q1 2018 in Review

Bruderman Asset Management sold out of Healthcare Services Group (HCSG) in Q1 2018, closing a stake of 3,969 shares — an estimated $209K sold.

Bruderman Asset Management first reported a position in HCSG in Q1 2015 and held it in 11 quarters. The position peaked at $209K in Q4 2017. 313 funds tracked by Wall St. Rank hold HCSG as of Q1 2018.

  • Bruderman Asset Management reported no remaining Healthcare Services Group position as of Q1 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 3,969 Healthcare Services Group shares in Q1 2018, an estimated $209K.
  • Bruderman Asset Management first reported a position in Healthcare Services Group in Q1 2015 and held it in 11 quarters.
  • Bruderman Asset Management's Healthcare Services Group position peaked at $209K in Q4 2017.
  • 313 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2018.

Based on Bruderman Asset Management's 13F filing for Q1 2018, filed 10 May 2018.