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Kopp Investment Advisors’s HealthStream HSTM Stock Holding History

Kopp Investment Advisors’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
2017
Q3 		– Sell
-33,859
Closed -$891K – 68
2017
Q2 		$891K Sell
33,859
-593
-2% -$16.3K 0.8% 35
2017
Q1 		$835K Buy
34,452
+1,316
+4% +$30.7K 0.82% 36
2016
Q4 		$830K Sell
33,136
-635
-2% -$16.4K 0.88% 38
2016
Q3 		$932K Sell
33,771
-1,005
-3% -$26K 0.92% 31
2016
Q2 		$922K Buy
+34,776
New +$817K 0.49% 36
2013
Q4 		– Sell
-43,289
Closed -$1.64M – 70
2013
Q3 		$1.64M Sell
43,289
-6,089
-12% -$199K 0.6% 36
2013
Q2 		$1.25M Buy
+49,378
New +$1.19M 0.49% 40

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kopp Investment Advisors's HSTM Position: Q3 2017 in Review

Kopp Investment Advisors sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 33,859 shares — an estimated $891K sold.

Kopp Investment Advisors first reported a position in HSTM in Q2 2013 and held it in 7 quarters. The position peaked at $1.64M in Q3 2013. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

  • Kopp Investment Advisors reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
  • Kopp Investment Advisors sold 33,859 HealthStream shares in Q3 2017, an estimated $891K.
  • Kopp Investment Advisors first reported a position in HealthStream in Q2 2013 and held it in 7 quarters.
  • Kopp Investment Advisors's HealthStream position peaked at $1.64M in Q3 2013.
  • 132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on Kopp Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.