IPC
HMSY

Independent Portfolio Consultants’s HMS Holdings Corp. HMSY Stock Holding History

Independent Portfolio Consultants’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,765
Closed -$50K – 923
2016
Q4 		$50K Sell
2,765
-10
-0.4% -$195 0.02% 547
2016
Q3 		$62K Sell
2,775
-1,065
-28% -$22.4K 0.02% 510
2016
Q2 		$68K Buy
+3,840
New +$61.9K 0.02% 508

Other funds holding HMSY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of HMS Holdings Corp. (HMSY) in Q1 2017, closing a stake of 2,765 shares — an estimated $50K sold.

Independent Portfolio Consultants first reported a position in HMSY in Q2 2016 and held it in 3 quarters. The position peaked at $68K in Q2 2016. 209 funds tracked by Wall St. Rank hold HMSY as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining HMS Holdings Corp. position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,765 HMS Holdings Corp. shares in Q1 2017, an estimated $50K.
  • Independent Portfolio Consultants first reported a position in HMS Holdings Corp. in Q2 2016 and held it in 3 quarters.
  • Independent Portfolio Consultants's HMS Holdings Corp. position peaked at $68K in Q2 2016.
  • 209 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2017.

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