Cresset Asset Management’s HealthStream HSTM Stock Holding History

Cresset Asset Management’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
2019 Q2	–	Sell	-91	Closed	-$3K	–	1000
2019 Q1	$3K	Hold	91	–	–	﹤0.01%	1517
2018 Q4	$2K	Buy	+91	New	+$2.36K	﹤0.01%	1316

Other funds holding HSTM

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cresset Asset Management's HSTM Position: Q2 2019 in Review

Cresset Asset Management sold out of HealthStream (HSTM) in Q2 2019, closing a stake of 91 shares — an estimated $3K sold.

Cresset Asset Management first reported a position in HSTM in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 147 funds tracked by Wall St. Rank hold HSTM as of Q2 2019.

Cresset Asset Management reported no remaining HealthStream position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 91 HealthStream shares in Q2 2019, an estimated $3K.
Cresset Asset Management first reported a position in HealthStream in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's HealthStream position peaked at $3K in Q1 2019.
147 funds tracked by Wall St. Rank held HealthStream as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.