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Crosslink Capital’s HealthEquity HQY Stock Holding History

Crosslink Capital’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
2016
Q4 		– Sell
-140,303
Closed -$5.31M – 35
2016
Q3 		$5.31M Sell
140,303
-153,035
-52% -$4.85M 0.96% 26
2016
Q2 		$8.91M Sell
293,338
-240,940
-45% -$6.33M 1.6% 22
2016
Q1 		$13.2M Buy
534,278
+43,419
+9% +$931K 2.19% 22
2015
Q4 		$12.3M Buy
490,859
+303,216
+162% +$9.32M 1.78% 23
2015
Q3 		$5.54M Sell
187,643
-12,445
-6% -$391K 0.77% 32
2015
Q2 		$6.41M Sell
200,088
-141,875
-41% -$3.81M 0.93% 31
2015
Q1 		$8.55M Buy
341,963
+179,731
+111% +$3.9M 1.22% 29
2014
Q4 		$4.13M Buy
162,232
+16,632
+11% +$361K 0.57% 38
2014
Q3 		$2.67M Buy
+145,600
New +$2.8M 0.34% 39

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crosslink Capital's HQY Position: Q4 2016 in Review

Crosslink Capital sold out of HealthEquity (HQY) in Q4 2016, closing a stake of 140,303 shares — an estimated $5.31M sold.

Crosslink Capital first reported a position in HQY in Q3 2014 and held it in 9 quarters. The position peaked at $13.2M in Q1 2016. 200 funds tracked by Wall St. Rank hold HQY as of Q4 2016.

  • Crosslink Capital reported no remaining HealthEquity position as of Q4 2016 after selling out during the quarter.
  • Crosslink Capital sold 140,303 HealthEquity shares in Q4 2016, an estimated $5.31M.
  • Crosslink Capital first reported a position in HealthEquity in Q3 2014 and held it in 9 quarters.
  • Crosslink Capital's HealthEquity position peaked at $13.2M in Q1 2016.
  • 200 funds tracked by Wall St. Rank held HealthEquity as of Q4 2016.

Based on Crosslink Capital's 13F filing for Q4 2016, filed 14 Feb 2017.