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Isthmus Partners’s HealthStream HSTM Stock Holding History

Isthmus Partners’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$3K – 263
2014
Q4 		$3K Buy
+100
New +$2.84K ﹤0.01% 259

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Isthmus Partners's HSTM Position: Q1 2015 in Review

Isthmus Partners sold out of HealthStream (HSTM) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

Isthmus Partners first reported a position in HSTM in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 109 funds tracked by Wall St. Rank hold HSTM as of Q1 2015.

  • Isthmus Partners reported no remaining HealthStream position as of Q1 2015 after selling out during the quarter.
  • Isthmus Partners sold 100 HealthStream shares in Q1 2015, an estimated $3K.
  • Isthmus Partners first reported a position in HealthStream in Q4 2014 and held it in 1 quarter.
  • Isthmus Partners's HealthStream position peaked at $3K in Q4 2014.
  • 109 funds tracked by Wall St. Rank held HealthStream as of Q1 2015.

Based on Isthmus Partners's 13F filing for Q1 2015, filed 1 Jun 2015.