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 Q2	–	Sell	-9,600	Closed	-$6K	–	6622
2017 Q1	$6K	Buy	+9,600	New	+$224K	﹤0.01%	4543
2016 Q3	–	Sell	-1,900	Closed	-$1K	–	6953
2016 Q2	$1K	Buy	+1,900	New	+$44.6K	﹤0.01%	6083

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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.