Chicago Equity Partners’s HealthEquity HQY Stock Holding History

Chicago Equity Partners’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 Q4	–	Sell	-8,420	Closed	-$319K	–	755
2016 Q3	$319K	Buy	+8,420	New	+$267K	0.01%	632

Other funds holding HQY

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 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

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

JHIU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Equity Partners's HQY Position: Q4 2016 in Review

Chicago Equity Partners sold out of HealthEquity (HQY) in Q4 2016, closing a stake of 8,420 shares — an estimated $319K sold.

Chicago Equity Partners first reported a position in HQY in Q3 2016 and held it in 1 quarter. The position peaked at $319K in Q3 2016. 200 funds tracked by Wall St. Rank hold HQY as of Q4 2016.

Chicago Equity Partners reported no remaining HealthEquity position as of Q4 2016 after selling out during the quarter.
Chicago Equity Partners sold 8,420 HealthEquity shares in Q4 2016, an estimated $319K.
Chicago Equity Partners first reported a position in HealthEquity in Q3 2016 and held it in 1 quarter.
Chicago Equity Partners's HealthEquity position peaked at $319K in Q3 2016.
200 funds tracked by Wall St. Rank held HealthEquity as of Q4 2016.

Based on Chicago Equity Partners's 13F filing for Q4 2016, filed 2 Feb 2017.