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Dixon Hubard Feinour & Brown’s HealthEquity HQY Stock Holding History

Dixon Hubard Feinour & Brown’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
2017
Q4 		– Sell
-100,260
Closed -$5.07M – 196
2017
Q3 		$5.07M Buy
+100,260
New +$4.67M 1.46% 26

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dixon Hubard Feinour & Brown's HQY Position: Q4 2017 in Review

Dixon Hubard Feinour & Brown sold out of HealthEquity (HQY) in Q4 2017, closing a stake of 100,260 shares — an estimated $5.07M sold.

Dixon Hubard Feinour & Brown first reported a position in HQY in Q3 2017 and held it in 1 quarter. The position peaked at $5.07M in Q3 2017. 235 funds tracked by Wall St. Rank hold HQY as of Q4 2017.

  • Dixon Hubard Feinour & Brown reported no remaining HealthEquity position as of Q4 2017 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 100,260 HealthEquity shares in Q4 2017, an estimated $5.07M.
  • Dixon Hubard Feinour & Brown first reported a position in HealthEquity in Q3 2017 and held it in 1 quarter.
  • Dixon Hubard Feinour & Brown's HealthEquity position peaked at $5.07M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held HealthEquity as of Q4 2017.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q4 2017, filed 20 Feb 2018.