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FCM Investments’s Healthcare Services Group HCSG Stock Holding History

FCM Investments’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
2017
Q4 		$2.54M Sell
48,195
-7,096
-13% -$372K 3.62% 11
2017
Q3 		$2.98M Sell
55,291
-17,799
-24% -$915K 3.54% 11
2017
Q2 		$3.42M Hold
73,090
– – 2.62% 12
2017
Q1 		$3.15M Sell
73,090
-8,150
-10% -$335K 1.99% 16
2016
Q4 		$3.18M Sell
81,240
-800
-1% -$30.6K 1.93% 15
2016
Q3 		$3.25M Sell
82,040
-1,050
-1% -$41.2K 1.82% 16
2016
Q2 		$3.44M Buy
83,090
+17,548
+27% +$673K 2.04% 14
2016
Q1 		$2.41M Sell
65,542
-4,400
-6% -$153K 1.29% 18
2015
Q4 		$2.44M Buy
69,942
+1,000
+1% +$36.4K 1.26% 21
2015
Q3 		$2.32M Sell
68,942
-1,333
-2% -$45.1K 1.14% 20
2015
Q2 		$2.32M Hold
70,275
– – 1.11% 20
2015
Q1 		$2.26M Sell
70,275
-1,650
-2% -$53.3K 1.09% 19
2014
Q4 		$2.23M Sell
71,925
-1,125
-2% -$33.3K 1.04% 20
2014
Q3 		$2.09M Sell
73,050
-2,800
-4% -$77.9K 0.95% 19
2014
Q2 		$2.23M Sell
75,850
-1,800
-2% -$53.1K 1.02% 21
2014
Q1 		$2.26M Hold
77,650
– – 0.94% 20
2013
Q4 		$2.2M Sell
77,650
-450
-0.6% -$12.3K 0.9% 22
2013
Q3 		$2.01M Sell
78,100
-200
-0.3% -$5.01K 0.81% 22
2013
Q2 		$1.92M Buy
+78,300
New +$1.81M 0.86% 20

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

FCM Investments's HCSG Position: Q4 2017 in Review

FCM Investments reduced its Healthcare Services Group (HCSG) stake by 13% in Q4 2017, selling an estimated $372K and leaving 48,195 shares worth $2.54M. The position accounts for 3.62% of the portfolio, ranked #11.

FCM Investments first reported a position in HCSG in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.44M in Q2 2016. 306 funds tracked by Wall St. Rank hold HCSG as of Q4 2017.

  • FCM Investments held 48,195 shares of Healthcare Services Group worth $2.54M as of Q4 2017.
  • FCM Investments sold 7,096 Healthcare Services Group shares in Q4 2017, an estimated $372K.
  • Healthcare Services Group made up 3.62% of FCM Investments's portfolio in Q4 2017, its #11 holding.
  • FCM Investments first reported a position in Healthcare Services Group in Q2 2013 and has held it in 19 quarters since.
  • FCM Investments's Healthcare Services Group position peaked at $3.44M in Q2 2016.
  • 306 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.