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Marino Stram & Associates’s Healthcare Services Group HCSG Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-150
Closed -$5K – 284
2019
Q1 		$5K Buy
150
+14
+10% +$536 ﹤0.01% 371
2018
Q4 		$5K Buy
+136
New +$5.75K ﹤0.01% 340

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marino Stram & Associates's HCSG Position: Q2 2019 in Review

Marino Stram & Associates sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 150 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in HCSG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Marino Stram & Associates reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 150 Healthcare Services Group shares in Q2 2019, an estimated $5K.
  • Marino Stram & Associates first reported a position in Healthcare Services Group in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's Healthcare Services Group position peaked at $5K in Q1 2019.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.