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Independent Portfolio Consultants’s HealthEquity HQY Stock Holding History

Independent Portfolio Consultants’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 		$17K Hold
350
– – 0.01% 633
2017
Q1 		$15K Buy
+350
New +$15.5K 0.01% 694

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's HQY Position: Q2 2017 in Review

Independent Portfolio Consultants held its HealthEquity (HQY) position steady in Q2 2017 at 350 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #633.

Independent Portfolio Consultants first reported a position in HQY in Q1 2017 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold HQY as of Q2 2017.

  • Independent Portfolio Consultants held 350 shares of HealthEquity worth $17K as of Q2 2017.
  • Independent Portfolio Consultants left its HealthEquity share count unchanged in Q2 2017.
  • HealthEquity made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #633 holding.
  • Independent Portfolio Consultants first reported a position in HealthEquity in Q1 2017 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held HealthEquity as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.