CIBC World Market’s HealthEquity HQY Stock Holding History

CIBC World Market’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
2017 Q3	–	Sell	-4,946	Closed	-$246K	–	906
2017 Q2	$246K	Buy	+4,946	New	+$231K	﹤0.01%	1024

Other funds holding HQY

WRBC

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

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

CIBC World Market's HQY Position: Q3 2017 in Review

CIBC World Market sold out of HealthEquity (HQY) in Q3 2017, closing a stake of 4,946 shares — an estimated $246K sold.

CIBC World Market first reported a position in HQY in Q2 2017 and held it in 1 quarter. The position peaked at $246K in Q2 2017. 238 funds tracked by Wall St. Rank hold HQY as of Q3 2017.

CIBC World Market reported no remaining HealthEquity position as of Q3 2017 after selling out during the quarter.
CIBC World Market sold 4,946 HealthEquity shares in Q3 2017, an estimated $246K.
CIBC World Market first reported a position in HealthEquity in Q2 2017 and held it in 1 quarter.
CIBC World Market's HealthEquity position peaked at $246K in Q2 2017.
238 funds tracked by Wall St. Rank held HealthEquity as of Q3 2017.

Based on CIBC World Market's 13F filing for Q3 2017, filed 13 Nov 2017.