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Cahill Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Cahill Financial Advisors’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
2014
Q3 		– Sell
-14,200
Closed -$419K – 109
2014
Q2 		$419K Hold
14,200
– – 0.33% 71
2014
Q1 		$413K Sell
14,200
-400
-3% -$11K 0.35% 63
2013
Q4 		$415K Buy
+14,600
New +$400K 0.36% 69

Other funds holding HCSG

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cahill Financial Advisors's HCSG Position: Q3 2014 in Review

Cahill Financial Advisors sold out of Healthcare Services Group (HCSG) in Q3 2014, closing a stake of 14,200 shares — an estimated $419K sold.

Cahill Financial Advisors first reported a position in HCSG in Q4 2013 and held it in 3 quarters. The position peaked at $419K in Q2 2014. 205 funds tracked by Wall St. Rank hold HCSG as of Q3 2014.

  • Cahill Financial Advisors reported no remaining Healthcare Services Group position as of Q3 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 14,200 Healthcare Services Group shares in Q3 2014, an estimated $419K.
  • Cahill Financial Advisors first reported a position in Healthcare Services Group in Q4 2013 and held it in 3 quarters.
  • Cahill Financial Advisors's Healthcare Services Group position peaked at $419K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2014.

Based on Cahill Financial Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.