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Independent Portfolio Consultants’s Healthcare Services Group HCSG Stock Holding History

Independent Portfolio Consultants’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-130
Closed -$5K – 850
2016
Q4 		$5K Buy
+130
New +$4.97K ﹤0.01% 730
2015
Q3 		– Sell
-295
Closed -$10K – 820
2015
Q2 		$10K Sell
295
-340
-54% -$10.7K ﹤0.01% 776
2015
Q1 		$20K Buy
635
+295
+87% +$9.53K ﹤0.01% 681
2014
Q4 		$11K Buy
340
+60
+21% +$1.78K ﹤0.01% 711
2014
Q3 		$8K Buy
+280
New +$7.79K ﹤0.01% 763

Other funds holding HCSG

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Independent Portfolio Consultants's HCSG Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Healthcare Services Group (HCSG) in Q1 2017, closing a stake of 130 shares — an estimated $5K sold.

Independent Portfolio Consultants first reported a position in HCSG in Q3 2014 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 249 funds tracked by Wall St. Rank hold HCSG as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Healthcare Services Group position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 130 Healthcare Services Group shares in Q1 2017, an estimated $5K.
  • Independent Portfolio Consultants first reported a position in Healthcare Services Group in Q3 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's Healthcare Services Group position peaked at $20K in Q1 2015.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.