Duncker Streett & Co’s HealthEquity HQY Stock Holding History

Duncker Streett & Co’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
2019 Q2	–	Sell	-500	Closed	-$37K	–	562
2019 Q1	$37K	Hold	500	–	–	0.01%	395
2018 Q4	$30K	Buy	+500	New	+$40.3K	0.01%	400
2018 Q2	–	Sell	-600	Closed	-$36K	–	602
2018 Q1	$36K	Hold	600	–	–	0.01%	423
2017 Q4	$28K	Buy	+600	New	+$29.7K	0.01%	447

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Duncker Streett & Co's HQY Position: Q2 2019 in Review

Duncker Streett & Co sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 500 shares — an estimated $37K sold.

Duncker Streett & Co first reported a position in HQY in Q4 2017 and held it in 4 quarters. The position peaked at $37K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

Duncker Streett & Co reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
Duncker Streett & Co sold 500 HealthEquity shares in Q2 2019, an estimated $37K.
Duncker Streett & Co first reported a position in HealthEquity in Q4 2017 and held it in 4 quarters.
Duncker Streett & Co's HealthEquity position peaked at $37K in Q1 2019.
325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Duncker Streett & Co's 13F filing for Q2 2019, filed 24 Jul 2019.