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Eagle Asset Management’s HealthStream HSTM Stock Holding History

Eagle Asset Management’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
2014
Q4 		– Sell
-60,745
Closed -$1.46M – 626
2014
Q3 		$1.46M Sell
60,745
-41,163
-40% -$1.04M 0.01% 603
2014
Q2 		$2.48M Buy
101,908
+10,156
+11% +$253K 0.01% 571
2014
Q1 		$2.45M Buy
+91,752
New +$2.73M 0.01% 593

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Asset Management's HSTM Position: Q4 2014 in Review

Eagle Asset Management sold out of HealthStream (HSTM) in Q4 2014, closing a stake of 60,745 shares — an estimated $1.46M sold.

Eagle Asset Management first reported a position in HSTM in Q1 2014 and held it in 3 quarters. The position peaked at $2.48M in Q2 2014. 120 funds tracked by Wall St. Rank hold HSTM as of Q4 2014.

  • Eagle Asset Management reported no remaining HealthStream position as of Q4 2014 after selling out during the quarter.
  • Eagle Asset Management sold 60,745 HealthStream shares in Q4 2014, an estimated $1.46M.
  • Eagle Asset Management first reported a position in HealthStream in Q1 2014 and held it in 3 quarters.
  • Eagle Asset Management's HealthStream position peaked at $2.48M in Q2 2014.
  • 120 funds tracked by Wall St. Rank held HealthStream as of Q4 2014.

Based on Eagle Asset Management's 13F filing for Q4 2014, filed 21 Jan 2015.