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Nationwide Fund Advisors’s HealthStream HSTM Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-16,258
Closed -$380K – 952
2017
Q3 		$380K Hold
16,258
– – ﹤0.01% 2318
2017
Q2 		$428K Buy
16,258
+731
+5% +$20.1K ﹤0.01% 2264
2017
Q1 		$376K Sell
15,527
-13,608
-47% -$317K ﹤0.01% 2300
2016
Q4 		$730K Buy
29,135
+317
+1% +$8.16K ﹤0.01% 1955
2016
Q3 		$795K Sell
28,818
-420
-1% -$10.9K ﹤0.01% 1922
2016
Q2 		$775K Sell
29,238
-6,213
-18% -$146K ﹤0.01% 1893
2016
Q1 		$783K Sell
35,451
-403
-1% -$8.29K ﹤0.01% 1844
2015
Q4 		$789K Sell
35,854
-49
-0.1% -$1.14K ﹤0.01% 1849
2015
Q3 		$783K Buy
35,903
+19,625
+121% +$521K ﹤0.01% 1851
2015
Q2 		$495K Buy
16,278
+691
+4% +$19.8K ﹤0.01% 2253
2015
Q1 		$393K Sell
15,587
-493
-3% -$13.4K ﹤0.01% 2361
2014
Q4 		$474K Sell
16,080
-301
-2% -$8.54K ﹤0.01% 2211
2014
Q3 		$393K Buy
16,381
+198
+1% +$4.99K ﹤0.01% 2344
2014
Q2 		$393K Sell
16,183
-39,562
-71% -$985K ﹤0.01% 2391
2014
Q1 		$1.49M Buy
55,745
+200
+0.4% +$5.94K 0.01% 1545
2013
Q4 		$1.82M Buy
55,545
+8,938
+19% +$306K 0.01% 1526
2013
Q3 		$1.76M Buy
46,607
+31,669
+212% +$1.03M 0.01% 1503
2013
Q2 		$378K Buy
+14,938
New +$361K ﹤0.01% 2158

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nationwide Fund Advisors's HSTM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of HealthStream (HSTM) in Q4 2017, closing a stake of 16,258 shares — an estimated $380K sold.

Nationwide Fund Advisors first reported a position in HSTM in Q2 2013 and held it in 18 quarters. The position peaked at $1.82M in Q4 2013. 136 funds tracked by Wall St. Rank hold HSTM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining HealthStream position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 16,258 HealthStream shares in Q4 2017, an estimated $380K.
  • Nationwide Fund Advisors first reported a position in HealthStream in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's HealthStream position peaked at $1.82M in Q4 2013.
  • 136 funds tracked by Wall St. Rank held HealthStream as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.