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Gemmer Asset Management’s HealthStream HSTM Stock Holding History

Gemmer Asset Management’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
2015
Q1 		– Sell
-100
Closed -$3K – 1380
2014
Q4 		$3K Sell
100
-3
-3% -$85 ﹤0.01% 1031
2014
Q3 		$2K Buy
103
+86
+506% +$2.17K ﹤0.01% 1139
2014
Q2 		$0 Hold
17
– – ﹤0.01% 1455
2014
Q1 		$0 Buy
+17
New +$505 ﹤0.01% 1414

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gemmer Asset Management's HSTM Position: Q1 2015 in Review

Gemmer Asset Management sold out of HealthStream (HSTM) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in HSTM in Q1 2014 and held it in 4 quarters. The position peaked at $3K in Q4 2014. 109 funds tracked by Wall St. Rank hold HSTM as of Q1 2015.

  • Gemmer Asset Management reported no remaining HealthStream position as of Q1 2015 after selling out during the quarter.
  • Gemmer Asset Management sold 100 HealthStream shares in Q1 2015, an estimated $3K.
  • Gemmer Asset Management first reported a position in HealthStream in Q1 2014 and held it in 4 quarters.
  • Gemmer Asset Management's HealthStream position peaked at $3K in Q4 2014.
  • 109 funds tracked by Wall St. Rank held HealthStream as of Q1 2015.

Based on Gemmer Asset Management's 13F filing for Q1 2015, filed 10 Apr 2015.