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Columbia Partners Investment Management’s HealthEquity HQY Stock Holding History

Columbia Partners Investment Management’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 		$368K Sell
6,176
-1,107
-15% -$89.2K 0.14% 108
2018
Q3 		$687K Buy
+7,283
New +$627K 0.18% 138

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Columbia Partners Investment Management's HQY Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its HealthEquity (HQY) stake by 15% in Q4 2018, selling an estimated $89.2K and leaving 6,176 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #108.

Columbia Partners Investment Management first reported a position in HQY in Q3 2018 and has held it in 2 quarters since. The position peaked at $687K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Columbia Partners Investment Management held 6,176 shares of HealthEquity worth $368K as of Q4 2018.
  • Columbia Partners Investment Management sold 1,107 HealthEquity shares in Q4 2018, an estimated $89.2K.
  • HealthEquity made up 0.14% of Columbia Partners Investment Management's portfolio in Q4 2018, its #108 holding.
  • Columbia Partners Investment Management first reported a position in HealthEquity in Q3 2018 and has held it in 2 quarters since.
  • Columbia Partners Investment Management's HealthEquity position peaked at $687K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.