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MSI Financial Services’s HealthEquity HQY Stock Holding History

MSI Financial Services’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
2016
Q4 		$6K Buy
+150
New +$5.8K ﹤0.01% 3066

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSI Financial Services's HQY Position: Q4 2016 in Review

MSI Financial Services opened a new position in HealthEquity (HQY) in Q4 2016: 150 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #3066 among its holdings.

200 funds tracked by Wall St. Rank hold HQY as of Q4 2016.

  • MSI Financial Services held 150 shares of HealthEquity worth $6K as of Q4 2016.
  • HealthEquity was a new MSI Financial Services position in Q4 2016.
  • HealthEquity made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3066 holding.
  • 200 funds tracked by Wall St. Rank held HealthEquity as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.