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Columbia Wanger Asset Management’s HealthEquity HQY Stock Holding History

Columbia Wanger Asset 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
2017
Q4 		$13.5M Buy
289,149
+93,294
+48% +$4.62M 0.2% 163
2017
Q3 		$9.91M Sell
195,855
-15,912
-8% -$741K 0.15% 171
2017
Q2 		$10.6M Buy
211,767
+14,103
+7% +$660K 0.15% 175
2017
Q1 		$8.39M Buy
+197,664
New +$8.75M 0.12% 184

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Columbia Wanger Asset Management's HQY Position: Q4 2017 in Review

Columbia Wanger Asset Management increased its HealthEquity (HQY) stake by 48% in Q4 2017, buying an estimated $4.62M and bringing the position to 289,149 shares worth $13.5M. The position accounts for 0.2% of the portfolio, ranked #163.

Columbia Wanger Asset Management first reported a position in HQY in Q1 2017 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold HQY as of Q4 2017.

  • Columbia Wanger Asset Management held 289,149 shares of HealthEquity worth $13.5M as of Q4 2017.
  • Columbia Wanger Asset Management bought 93,294 HealthEquity shares in Q4 2017, an estimated $4.62M.
  • HealthEquity made up 0.2% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #163 holding.
  • Columbia Wanger Asset Management first reported a position in HealthEquity in Q1 2017 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held HealthEquity as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.