CPIG
HQY icon

Chicago Partners Investment Group’s HealthEquity HQY Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-67
Closed -$6K – 588
2018
Q3 		$6K Buy
+67
New +$5.77K ﹤0.01% 889

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chicago Partners Investment Group's HQY Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 67 shares — an estimated $6K sold.

Chicago Partners Investment Group first reported a position in HQY in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 67 HealthEquity shares in Q4 2018, an estimated $6K.
  • Chicago Partners Investment Group first reported a position in HealthEquity in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's HealthEquity position peaked at $6K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.