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Executive Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Executive Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-228
Closed -$7K – 405
2019
Q2 		$7K Sell
228
-114
-33% -$3.77K ﹤0.01% 668
2019
Q1 		$11K Hold
342
– – ﹤0.01% 531
2018
Q4 		$14K Buy
+342
New +$14.5K ﹤0.01% 496

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Executive Wealth Management's HCSG Position: Q3 2019 in Review

Executive Wealth Management sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 228 shares — an estimated $7K sold.

Executive Wealth Management first reported a position in HCSG in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2018. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • Executive Wealth Management reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 228 Healthcare Services Group shares in Q3 2019, an estimated $7K.
  • Executive Wealth Management first reported a position in Healthcare Services Group in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Healthcare Services Group position peaked at $14K in Q4 2018.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.