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Mark Sheptoff Financial Planning’s HealthEquity HQY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-240
Closed -$14K – 360
2018
Q4 		$14K Hold
240
– – 0.01% 213
2018
Q3 		$23K Buy
+240
New +$20.7K 0.02% 223
2018
Q1 		– Sell
-700
Closed -$33K – 388
2017
Q4 		$33K Hold
700
– – 0.02% 203
2017
Q3 		$35K Sell
700
-7,250
-91% -$337K 0.02% 201
2017
Q2 		$396K Sell
7,950
-1
-0% -$47 0.27% 74
2017
Q1 		$337K Buy
7,951
+1,851
+30% +$81.9K 0.24% 78
2016
Q4 		$247K Hold
6,100
– – 0.18% 87
2016
Q3 		$231K Buy
+6,100
New +$193K 0.17% 91

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's HQY Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 240 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in HQY in Q3 2016 and held it in 8 quarters. The position peaked at $396K in Q2 2017. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • Mark Sheptoff Financial Planning reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 240 HealthEquity shares in Q1 2019, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in HealthEquity in Q3 2016 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's HealthEquity position peaked at $396K in Q2 2017.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.