DWM
HMSY

Doyle Wealth Management’s HMS Holdings Corp. HMSY Stock Holding History

Doyle Wealth Management’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$11K – 828
2018
Q4 		$11K Buy
+400
New +$12.9K ﹤0.01% 615

Other funds holding HMSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Doyle Wealth Management's HMSY Position: Q1 2019 in Review

Doyle Wealth Management sold out of HMS Holdings Corp. (HMSY) in Q1 2019, closing a stake of 400 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in HMSY in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 274 funds tracked by Wall St. Rank hold HMSY as of Q1 2019.

  • Doyle Wealth Management reported no remaining HMS Holdings Corp. position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 400 HMS Holdings Corp. shares in Q1 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in HMS Holdings Corp. in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's HMS Holdings Corp. position peaked at $11K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.