Jones Financial Companies
HMSY

Jones Financial Companies’s HMS Holdings Corp. HMSY Stock Holding History

Jones Financial Companies’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-170
Closed -$4K – 860
2013
Q2 		$4K Buy
+170
New +$4.2K ﹤0.01% 698

Other funds holding HMSY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Jones Financial Companies's HMSY Position: Q3 2013 in Review

Jones Financial Companies sold out of HMS Holdings Corp. (HMSY) in Q3 2013, closing a stake of 170 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in HMSY in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 189 funds tracked by Wall St. Rank hold HMSY as of Q3 2013.

  • Jones Financial Companies reported no remaining HMS Holdings Corp. position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 170 HMS Holdings Corp. shares in Q3 2013, an estimated $4K.
  • Jones Financial Companies first reported a position in HMS Holdings Corp. in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's HMS Holdings Corp. position peaked at $4K in Q2 2013.
  • 189 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.