Denver Investment Advisors’s HealthEquity HQY Stock Holding History

Denver Investment Advisors’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
2018 Q1	$1.23M	Buy	20,311 +1,337	+7%	+$72.4K	0.06%	210
2017 Q4	$885K	Buy	18,974 +7,409	+64%	+$367K	0.04%	244
2017 Q3	$585K	Buy	11,565 +120	+1%	+$5.59K	0.03%	295
2017 Q2	$570K	Sell	11,445 -5,885	-34%	-$275K	0.03%	301
2017 Q1	$736K	Sell	17,330 -860	-5%	-$38.1K	0.03%	273
2016 Q4	$737K	Buy	18,190 +11,860	+187%	+$458K	0.03%	282
2016 Q3	$240K	Sell	6,330 -350	-5%	-$11.1K	0.01%	388
2016 Q2	$203K	Buy	+6,680	New	+$175K	0.01%	415
2015 Q2	–	Sell	-83,840	Closed	-$2.1M	–	573
2015 Q1	$2.1M	Buy	+83,840	New	+$1.82M	0.07%	270

Other funds holding HQY

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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Denver Investment Advisors's HQY Position: Q1 2018 in Review

Denver Investment Advisors increased its HealthEquity (HQY) stake by 7% in Q1 2018, buying an estimated $72.4K and bringing the position to 20,311 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #210.

Denver Investment Advisors first reported a position in HQY in Q1 2015 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2015. 273 funds tracked by Wall St. Rank hold HQY as of Q1 2018.

Denver Investment Advisors held 20,311 shares of HealthEquity worth $1.23M as of Q1 2018.
Denver Investment Advisors bought 1,337 HealthEquity shares in Q1 2018, an estimated $72.4K.
HealthEquity made up 0.06% of Denver Investment Advisors's portfolio in Q1 2018, its #210 holding.
Denver Investment Advisors first reported a position in HealthEquity in Q1 2015 and has held it in 9 quarters since.
Denver Investment Advisors's HealthEquity position peaked at $2.1M in Q1 2015.
273 funds tracked by Wall St. Rank held HealthEquity as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.