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Legacy Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Legacy Financial Advisors’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
2018
Q4 		– Sell
-62
Closed -$2K – 1013
2018
Q3 		$2K Hold
62
– – ﹤0.01% 810
2018
Q2 		$3K Buy
+62
New +$2.46K ﹤0.01% 780

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Legacy Financial Advisors's HCSG Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Healthcare Services Group (HCSG) in Q4 2018, closing a stake of 62 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in HCSG in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 300 funds tracked by Wall St. Rank hold HCSG as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Healthcare Services Group position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 62 Healthcare Services Group shares in Q4 2018, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Healthcare Services Group in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Healthcare Services Group position peaked at $3K in Q2 2018.
  • 300 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.