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MUFG Americas’s HealthStream HSTM Stock Holding History

MUFG Americas’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
2017
Q1 		– Sell
-269
Closed -$7K – 1156
2016
Q4 		$7K Buy
269
+30
+13% +$772 ﹤0.01% 903
2016
Q3 		$7K Hold
239
– – ﹤0.01% 917
2016
Q2 		$6K Buy
239
+99
+71% +$2.33K ﹤0.01% 967
2016
Q1 		$3K Buy
+140
New +$2.88K ﹤0.01% 1047
2015
Q4 		– Sell
-125
Closed -$3K – 1130
2015
Q3 		$3K Buy
+125
New +$3.32K ﹤0.01% 1050
2015
Q1 		– Sell
-287
Closed -$8K – 1186
2014
Q4 		$8K Hold
287
– – ﹤0.01% 997
2014
Q3 		$7K Buy
+287
New +$7.23K ﹤0.01% 1013

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $691M AUM 27.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

MUFG Americas's HSTM Position: Q1 2017 in Review

MUFG Americas sold out of HealthStream (HSTM) in Q1 2017, closing a stake of 269 shares — an estimated $7K sold.

MUFG Americas first reported a position in HSTM in Q3 2014 and held it in 7 quarters. The position peaked at $8K in Q4 2014. 119 funds tracked by Wall St. Rank hold HSTM as of Q1 2017.

  • MUFG Americas reported no remaining HealthStream position as of Q1 2017 after selling out during the quarter.
  • MUFG Americas sold 269 HealthStream shares in Q1 2017, an estimated $7K.
  • MUFG Americas first reported a position in HealthStream in Q3 2014 and held it in 7 quarters.
  • MUFG Americas's HealthStream position peaked at $8K in Q4 2014.
  • 119 funds tracked by Wall St. Rank held HealthStream as of Q1 2017.

Based on MUFG Americas's 13F filing for Q1 2017, filed 4 May 2017.