Catalyst Capital Advisors’s HealthEquity HQY Stock Holding History

Catalyst Capital 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
2020 Q1	–	Sell	-12,000	Closed	-$889K	–	271
2019 Q4	$889K	Sell	12,000 -7,900	-40%	-$493K	0.03%	128
2019 Q3	$1.14M	Buy	+19,900	New	+$1.32M	0.04%	123
2019 Q2	–	Sell	-583	Closed	-$43K	–	445
2019 Q1	$43K	Sell	583 -1,100	-65%	-$77.3K	﹤0.01%	241
2018 Q4	$100K	Sell	1,683 -924	-35%	-$74.5K	﹤0.01%	259
2018 Q3	$246K	Sell	2,607 -5,310	-67%	-$457K	0.01%	230
2018 Q2	$594K	Sell	7,917 -1,377	-15%	-$98.9K	0.02%	206
2018 Q1	$563K	Buy	9,294 +6,094	+190%	+$330K	0.02%	188
2017 Q4	$149K	Buy	+3,200	New	+$158K	0.01%	262

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Catalyst Capital Advisors's HQY Position: Q1 2020 in Review

Catalyst Capital Advisors sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 12,000 shares — an estimated $889K sold.

Catalyst Capital Advisors first reported a position in HQY in Q4 2017 and held it in 8 quarters. The position peaked at $1.14M in Q3 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Catalyst Capital Advisors reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Catalyst Capital Advisors sold 12,000 HealthEquity shares in Q1 2020, an estimated $889K.
Catalyst Capital Advisors first reported a position in HealthEquity in Q4 2017 and held it in 8 quarters.
Catalyst Capital Advisors's HealthEquity position peaked at $1.14M in Q3 2019.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Catalyst Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.