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EverPoint Asset Management’s HealthEquity HQY Stock Holding History

EverPoint Asset Management’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 		– Sell
-100,000
Closed -$3.04M – 449
2016
Q2 		$3.04M Buy
+100,000
New +$2.63M 0.06% 285

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 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
Wells Fargo
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

EverPoint Asset Management's HQY Position: Q3 2016 in Review

EverPoint Asset Management sold out of HealthEquity (HQY) in Q3 2016, closing a stake of 100,000 shares — an estimated $3.04M sold.

EverPoint Asset Management first reported a position in HQY in Q2 2016 and held it in 1 quarter. The position peaked at $3.04M in Q2 2016. 166 funds tracked by Wall St. Rank hold HQY as of Q3 2016.

  • EverPoint Asset Management reported no remaining HealthEquity position as of Q3 2016 after selling out during the quarter.
  • EverPoint Asset Management sold 100,000 HealthEquity shares in Q3 2016, an estimated $3.04M.
  • EverPoint Asset Management first reported a position in HealthEquity in Q2 2016 and held it in 1 quarter.
  • EverPoint Asset Management's HealthEquity position peaked at $3.04M in Q2 2016.
  • 166 funds tracked by Wall St. Rank held HealthEquity as of Q3 2016.

Based on EverPoint Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.