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Integrated Wealth Management (Palm Desert)’s Healthcare Services Group HCSG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-41
Closed -$1K – 1386
2015
Q1 		$1K Buy
+41
New +$1.32K ﹤0.01% 1181

Other funds holding HCSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HCSG Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Healthcare Services Group (HCSG) in Q2 2015, closing a stake of 41 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HCSG in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 209 funds tracked by Wall St. Rank hold HCSG as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Healthcare Services Group position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 41 Healthcare Services Group shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Healthcare Services Group in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Healthcare Services Group position peaked at $1K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.