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Jaffetilchin Investment Partners’s HealthEquity HQY Stock Holding History

Jaffetilchin Investment Partners’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
2018
Q4 		– Sell
-2,489
Closed -$235K – 298
2018
Q3 		$235K Buy
+2,489
New +$214K 0.05% 262

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jaffetilchin Investment Partners's HQY Position: Q4 2018 in Review

Jaffetilchin Investment Partners sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 2,489 shares — an estimated $235K sold.

Jaffetilchin Investment Partners first reported a position in HQY in Q3 2018 and held it in 1 quarter. The position peaked at $235K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Jaffetilchin Investment Partners reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,489 HealthEquity shares in Q4 2018, an estimated $235K.
  • Jaffetilchin Investment Partners first reported a position in HealthEquity in Q3 2018 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's HealthEquity position peaked at $235K in Q3 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2018, filed 11 Feb 2019.