Commonwealth Equity Services
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Commonwealth Equity Services’s HealthStream HSTM Stock Holding History

Commonwealth Equity Services’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,949
Closed -$215K – 2748
2018
Q3 		$215K Buy
+6,949
New +$208K ﹤0.01% 2448

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services's HSTM Position: Q4 2018 in Review

Commonwealth Equity Services sold out of HealthStream (HSTM) in Q4 2018, closing a stake of 6,949 shares — an estimated $215K sold.

Commonwealth Equity Services first reported a position in HSTM in Q3 2018 and held it in 1 quarter. The position peaked at $215K in Q3 2018. 154 funds tracked by Wall St. Rank hold HSTM as of Q4 2018.

  • Commonwealth Equity Services reported no remaining HealthStream position as of Q4 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,949 HealthStream shares in Q4 2018, an estimated $215K.
  • Commonwealth Equity Services first reported a position in HealthStream in Q3 2018 and held it in 1 quarter.
  • Commonwealth Equity Services's HealthStream position peaked at $215K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held HealthStream as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.