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Moody National Bank Trust Division’s HealthStream HSTM Stock Holding History

Moody National Bank Trust Division’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
2019
Q1 		– Sell
-167
Closed -$4K – 1274
2018
Q4 		$4K Buy
+167
New +$4.33K ﹤0.01% 952

Other funds holding HSTM

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moody National Bank Trust Division's HSTM Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of HealthStream (HSTM) in Q1 2019, closing a stake of 167 shares — an estimated $4K sold.

Moody National Bank Trust Division first reported a position in HSTM in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 160 funds tracked by Wall St. Rank hold HSTM as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining HealthStream position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 167 HealthStream shares in Q1 2019, an estimated $4K.
  • Moody National Bank Trust Division first reported a position in HealthStream in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's HealthStream position peaked at $4K in Q4 2018.
  • 160 funds tracked by Wall St. Rank held HealthStream as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.