Emerald Acquisition’s HealthEquity HQY Stock Holding History

Emerald Acquisition’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
2016 Q3	$780K	Sell	20,600 -31,816	-61%	-$1.01M	﹤0.01%	2251
2016 Q2	$1.59M	Buy	+52,416	New	+$1.38M	﹤0.01%	1946

Other funds holding HQY

WRBC

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Emerald Acquisition's HQY Position: Q3 2016 in Review

Emerald Acquisition reduced its HealthEquity (HQY) stake by 61% in Q3 2016, selling an estimated $1.01M and leaving 20,600 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Emerald Acquisition first reported a position in HQY in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.59M in Q2 2016. 166 funds tracked by Wall St. Rank hold HQY as of Q3 2016.

Emerald Acquisition held 20,600 shares of HealthEquity worth $780K as of Q3 2016.
Emerald Acquisition sold 31,816 HealthEquity shares in Q3 2016, an estimated $1.01M.
HealthEquity made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2251 holding.
Emerald Acquisition first reported a position in HealthEquity in Q2 2016 and has held it in 2 quarters since.
Emerald Acquisition's HealthEquity position peaked at $1.59M in Q2 2016.
166 funds tracked by Wall St. Rank held HealthEquity as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.