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Joel Isaacson & Co’s Healthcare Services Group HCSG Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-214
Closed -$8K – 322
2016
Q4 		$8K Hold
214
– – ﹤0.01% 524
2016
Q3 		$8K Hold
214
– – ﹤0.01% 566
2016
Q2 		$9K Hold
214
– – ﹤0.01% 548
2016
Q1 		$8K Hold
214
– – ﹤0.01% 605
2015
Q4 		$7K Buy
+214
New +$7.78K ﹤0.01% 589

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Joel Isaacson & Co's HCSG Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Healthcare Services Group (HCSG) in Q1 2017, closing a stake of 214 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in HCSG in Q4 2015 and held it in 5 quarters. The position peaked at $9K in Q2 2016. 249 funds tracked by Wall St. Rank hold HCSG as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Healthcare Services Group position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 214 Healthcare Services Group shares in Q1 2017, an estimated $8K.
  • Joel Isaacson & Co first reported a position in Healthcare Services Group in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Healthcare Services Group position peaked at $9K in Q2 2016.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.