FEG
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Financial Enhancement Group’s HealthEquity HQY Stock Holding History

Financial Enhancement Group’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
Q3 		– Sell
-71,456
Closed -$3.56M – 69
2017
Q2 		$3.56M Buy
+71,456
New +$3.34M 1.51% 25

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Financial Enhancement Group's HQY Position: Q3 2017 in Review

Financial Enhancement Group sold out of HealthEquity (HQY) in Q3 2017, closing a stake of 71,456 shares — an estimated $3.56M sold.

Financial Enhancement Group first reported a position in HQY in Q2 2017 and held it in 1 quarter. The position peaked at $3.56M in Q2 2017. 238 funds tracked by Wall St. Rank hold HQY as of Q3 2017.

  • Financial Enhancement Group reported no remaining HealthEquity position as of Q3 2017 after selling out during the quarter.
  • Financial Enhancement Group sold 71,456 HealthEquity shares in Q3 2017, an estimated $3.56M.
  • Financial Enhancement Group first reported a position in HealthEquity in Q2 2017 and held it in 1 quarter.
  • Financial Enhancement Group's HealthEquity position peaked at $3.56M in Q2 2017.
  • 238 funds tracked by Wall St. Rank held HealthEquity as of Q3 2017.

Based on Financial Enhancement Group's 13F filing for Q3 2017, filed 9 Nov 2017.