Burt Wealth Advisors’s HealthEquity HQY Stock Holding History

Burt Wealth Advisors’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-250	Closed	-$6K	–	691
2015 Q4	$6K	Buy	+250	New	+$7.68K	﹤0.01%	342

Other funds holding HQY

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

NPGCU

Napier Park Global Capital (US) New York $35M AUM 3.58% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Burt Wealth Advisors's HQY Position: Q1 2016 in Review

Burt Wealth Advisors sold out of HealthEquity (HQY) in Q1 2016, closing a stake of 250 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in HQY in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 140 funds tracked by Wall St. Rank hold HQY as of Q1 2016.

Burt Wealth Advisors reported no remaining HealthEquity position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 250 HealthEquity shares in Q1 2016, an estimated $6K.
Burt Wealth Advisors first reported a position in HealthEquity in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's HealthEquity position peaked at $6K in Q4 2015.
140 funds tracked by Wall St. Rank held HealthEquity as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.