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Harbour Capital Advisors’s HealthEquity HQY Stock Holding History

Harbour Capital 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
2019
Q4 		– Sell
-4,260
Closed -$243K – 214
2019
Q3 		$243K Buy
+4,260
New +$283K 0.1% 180
2018
Q4 		– Sell
-3,380
Closed -$319K – 209
2018
Q3 		$319K Buy
+3,380
New +$291K 0.13% 139

Other funds holding HQY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbour Capital Advisors's HQY Position: Q4 2019 in Review

Harbour Capital Advisors sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 4,260 shares — an estimated $243K sold.

Harbour Capital Advisors first reported a position in HQY in Q3 2018 and held it in 2 quarters. The position peaked at $319K in Q3 2018. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Harbour Capital Advisors reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
  • Harbour Capital Advisors sold 4,260 HealthEquity shares in Q4 2019, an estimated $243K.
  • Harbour Capital Advisors first reported a position in HealthEquity in Q3 2018 and held it in 2 quarters.
  • Harbour Capital Advisors's HealthEquity position peaked at $319K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Harbour Capital Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.