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Cupps Capital Management’s HealthStream HSTM Stock Holding History

Cupps Capital 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
2014
Q2 		– Sell
-157,162
Closed -$4.2M – 222
2014
Q1 		$4.2M Sell
157,162
-185,282
-54% -$5.5M 0.32% 104
2013
Q4 		$11.2M Sell
342,444
-50,101
-13% -$1.71M 0.76% 51
2013
Q3 		$14.9M Buy
+392,545
New +$12.8M 0.96% 34

Other funds holding HSTM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Cupps Capital Management's HSTM Position: Q2 2014 in Review

Cupps Capital Management sold out of HealthStream (HSTM) in Q2 2014, closing a stake of 157,162 shares — an estimated $4.2M sold.

Cupps Capital Management first reported a position in HSTM in Q3 2013 and held it in 3 quarters. The position peaked at $14.9M in Q3 2013. 103 funds tracked by Wall St. Rank hold HSTM as of Q2 2014.

  • Cupps Capital Management reported no remaining HealthStream position as of Q2 2014 after selling out during the quarter.
  • Cupps Capital Management sold 157,162 HealthStream shares in Q2 2014, an estimated $4.2M.
  • Cupps Capital Management first reported a position in HealthStream in Q3 2013 and held it in 3 quarters.
  • Cupps Capital Management's HealthStream position peaked at $14.9M in Q3 2013.
  • 103 funds tracked by Wall St. Rank held HealthStream as of Q2 2014.

Based on Cupps Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.