CG
HSTM icon

Cutler Group’s HealthStream HSTM Stock Holding History

Cutler Group’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
2017
Q3 		– Sell
-909
Closed -$23K – 6196
2017
Q2 		$23K Buy
909
+709
+355% +$19.5K ﹤0.01% 3265
2017
Q1 		$4K Buy
+200
New +$4.66K ﹤0.01% 4892
2016
Q4 		– Sell
-800
Closed -$22K – 6839
2016
Q3 		$22K Buy
800
+400
+100% +$10.3K ﹤0.01% 3325
2016
Q2 		$10K Sell
400
-150
-27% -$3.52K ﹤0.01% 4131
2016
Q1 		$12K Buy
550
+350
+175% +$7.2K ﹤0.01% 3843
2015
Q4 		$4K Buy
+200
New +$4.67K ﹤0.01% 5067

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cutler Group's HSTM Position: Q3 2017 in Review

Cutler Group sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 909 shares — an estimated $23K sold.

Cutler Group first reported a position in HSTM in Q4 2015 and held it in 6 quarters. The position peaked at $23K in Q2 2017. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

  • Cutler Group reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
  • Cutler Group sold 909 HealthStream shares in Q3 2017, an estimated $23K.
  • Cutler Group first reported a position in HealthStream in Q4 2015 and held it in 6 quarters.
  • Cutler Group's HealthStream position peaked at $23K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on Cutler Group's 13F filing for Q3 2017, filed 17 Oct 2017.