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FCM Investments’s HealthEquity HQY Stock Holding History

FCM Investments’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
2017
Q4 		$3.07M Sell
65,887
-6,944
-10% -$344K 4.38% 9
2017
Q3 		$3.68M Sell
72,831
-2,369
-3% -$110K 4.37% 8
2017
Q2 		$3.75M Sell
75,200
-15,251
-17% -$713K 2.86% 10
2017
Q1 		$3.84M Sell
90,451
-8,100
-8% -$358K 2.42% 12
2016
Q4 		$3.99M Sell
98,551
-1,000
-1% -$38.6K 2.42% 11
2016
Q3 		$3.77M Sell
99,551
-150
-0.2% -$4.75K 2.11% 14
2016
Q2 		$3.03M Buy
99,701
+37,001
+59% +$972K 1.8% 16
2016
Q1 		$1.55M Buy
+62,700
New +$1.34M 0.82% 23

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM Investments's HQY Position: Q4 2017 in Review

FCM Investments reduced its HealthEquity (HQY) stake by 9.5% in Q4 2017, selling an estimated $344K and leaving 65,887 shares worth $3.07M. The position accounts for 4.38% of the portfolio, ranked #9.

FCM Investments first reported a position in HQY in Q1 2016 and has held it in 8 quarters since. The position peaked at $3.99M in Q4 2016. 235 funds tracked by Wall St. Rank hold HQY as of Q4 2017.

  • FCM Investments held 65,887 shares of HealthEquity worth $3.07M as of Q4 2017.
  • FCM Investments sold 6,944 HealthEquity shares in Q4 2017, an estimated $344K.
  • HealthEquity made up 4.38% of FCM Investments's portfolio in Q4 2017, its #9 holding.
  • FCM Investments first reported a position in HealthEquity in Q1 2016 and has held it in 8 quarters since.
  • FCM Investments's HealthEquity position peaked at $3.99M in Q4 2016.
  • 235 funds tracked by Wall St. Rank held HealthEquity as of Q4 2017.

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