EWM
HSTM icon

Evercore Wealth Management’s HealthStream HSTM Stock Holding History

Evercore Wealth 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
2017
Q3 		– Sell
-326
Closed -$9K – 930
2017
Q2 		$9K Buy
+326
New +$8.96K ﹤0.01% 834

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's HSTM Position: Q3 2017 in Review

Evercore Wealth Management sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 326 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in HSTM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

  • Evercore Wealth Management reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 326 HealthStream shares in Q3 2017, an estimated $9K.
  • Evercore Wealth Management first reported a position in HealthStream in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's HealthStream position peaked at $9K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.