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MSI Financial Services’s HealthStream HSTM Stock Holding History

MSI Financial Services’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
2016
Q4 		$1K Hold
36
– – ﹤0.01% 3667
2016
Q3 		$1K Hold
36
– – ﹤0.01% 3693
2016
Q2 		$1K Hold
36
– – ﹤0.01% 3715
2016
Q1 		$1K Hold
36
– – ﹤0.01% 3745
2015
Q4 		$1K Buy
+36
New +$841 ﹤0.01% 3625

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MSI Financial Services held its HealthStream (HSTM) position steady in Q4 2016 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

MSI Financial Services first reported a position in HSTM in Q4 2015 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold HSTM as of Q4 2016.

  • MSI Financial Services held 36 shares of HealthStream worth $1K as of Q4 2016.
  • MSI Financial Services left its HealthStream share count unchanged in Q4 2016.
  • HealthStream made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3667 holding.
  • MSI Financial Services first reported a position in HealthStream in Q4 2015 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held HealthStream as of Q4 2016.

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