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Managed Account Advisors’s HealthStream HSTM Stock Holding History

Managed Account 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
2015
Q2 		$1.12M Buy
+36,746
New +$1.05M ﹤0.01% 2065
2014
Q1 		– Sell
-3,384
Closed -$110K – 2641
2013
Q4 		$110K Buy
+3,384
New +$116K ﹤0.01% 2290

Other funds holding HSTM

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Managed Account Advisors's HSTM Position: Q2 2015 in Review

Managed Account Advisors opened a new position in HealthStream (HSTM) in Q2 2015: 36,746 shares worth $1.12M. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings. This is a return to the name: Managed Account Advisors previously reported a position in HSTM as recently as Q4 2013.

Managed Account Advisors first reported a position in HSTM in Q4 2013 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold HSTM as of Q2 2015.

  • Managed Account Advisors held 36,746 shares of HealthStream worth $1.12M as of Q2 2015.
  • HealthStream was a new Managed Account Advisors position in Q2 2015.
  • HealthStream made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2065 holding.
  • Managed Account Advisors first reported a position in HealthStream in Q4 2013 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held HealthStream as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.