Miles Capital’s HealthEquity HQY Stock Holding History

Miles Capital’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 Q3	–	Sell	-3,901	Closed	-$255K	–	185
2019 Q2	$255K	Buy	3,901 +126	+3%	+$8.77K	0.21%	126
2019 Q1	$279K	Sell	3,775 -93	-2%	-$6.54K	0.24%	115
2018 Q4	$231K	Buy	3,868 +84	+2%	+$6.77K	0.23%	132
2018 Q3	$357K	Buy	3,784 +15	+0.4%	+$1.29K	0.29%	94
2018 Q2	$283K	Hold	3,769	–	–	0.17%	123
2018 Q1	$228K	Buy	+3,769	New	+$204K	0.13%	178

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Miles Capital's HQY Position: Q3 2019 in Review

Miles Capital sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 3,901 shares — an estimated $255K sold.

Miles Capital first reported a position in HQY in Q1 2018 and held it in 6 quarters. The position peaked at $357K in Q3 2018. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Miles Capital reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
Miles Capital sold 3,901 HealthEquity shares in Q3 2019, an estimated $255K.
Miles Capital first reported a position in HealthEquity in Q1 2018 and held it in 6 quarters.
Miles Capital's HealthEquity position peaked at $357K in Q3 2018.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Miles Capital's 13F filing for Q3 2019, filed 7 Nov 2019.