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Geneva Advisors’s HealthEquity HQY Stock Holding History

Geneva Advisors’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
Q2 		$354K Buy
+7,095
New +$332K 0.01% 573

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Advisors's HQY Position: Q2 2017 in Review

Geneva Advisors opened a new position in HealthEquity (HQY) in Q2 2017: 7,095 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

233 funds tracked by Wall St. Rank hold HQY as of Q2 2017.

  • Geneva Advisors held 7,095 shares of HealthEquity worth $354K as of Q2 2017.
  • HealthEquity was a new Geneva Advisors position in Q2 2017.
  • HealthEquity made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #573 holding.
  • 233 funds tracked by Wall St. Rank held HealthEquity as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.