MSFP
HMSY

Mark Sheptoff Financial Planning’s HMS Holdings Corp. HMSY Stock Holding History

Mark Sheptoff Financial Planning’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
2014
Q2 		– Sell
-500
Closed -$10K – 367
2014
Q1 		$10K Buy
+500
New +$10.9K 0.01% 284

Other funds holding HMSY

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's HMSY Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of HMS Holdings Corp. (HMSY) in Q2 2014, closing a stake of 500 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in HMSY in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 168 funds tracked by Wall St. Rank hold HMSY as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining HMS Holdings Corp. position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 HMS Holdings Corp. shares in Q2 2014, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in HMS Holdings Corp. in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's HMS Holdings Corp. position peaked at $10K in Q1 2014.
  • 168 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.