FineMark National Bank & Trust’s HealthStream HSTM Stock Holding History

FineMark National Bank & Trust’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,599	Closed	-$65K	–	650
2016 Q4	$65K	Buy	2,599 +2,510	+2,820%	+$64.6K	0.01%	572
2016 Q3	$2K	Hold	89	–	–	﹤0.01%	1178
2016 Q2	$2K	Hold	89	–	–	﹤0.01%	1202
2016 Q1	$2K	Sell	89 -50	-36%	-$1.03K	﹤0.01%	1143
2015 Q4	$3K	Buy	139 +106	+321%	+$2.48K	﹤0.01%	1107
2015 Q3	$1K	Sell	33 -45	-58%	-$1.2K	﹤0.01%	1394
2015 Q2	$2K	Buy	+78	New	+$2.23K	﹤0.01%	1254

Other funds holding HSTM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

FineMark National Bank & Trust's HSTM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of HealthStream (HSTM) in Q1 2017, closing a stake of 2,599 shares — an estimated $65K sold.

FineMark National Bank & Trust first reported a position in HSTM in Q2 2015 and held it in 7 quarters. The position peaked at $65K in Q4 2016. 119 funds tracked by Wall St. Rank hold HSTM as of Q1 2017.

FineMark National Bank & Trust reported no remaining HealthStream position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,599 HealthStream shares in Q1 2017, an estimated $65K.
FineMark National Bank & Trust first reported a position in HealthStream in Q2 2015 and held it in 7 quarters.
FineMark National Bank & Trust's HealthStream position peaked at $65K in Q4 2016.
119 funds tracked by Wall St. Rank held HealthStream as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.