Nine Chapters Capital Management’s HealthStream HSTM Stock Holding History

Nine Chapters Capital Management’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
2015 Q4	–	Sell	-14,000	Closed	-$305K	–	251
2015 Q3	$305K	Sell	14,000 -1,200	-8%	-$31.9K	0.03%	716
2015 Q2	$462K	Buy	+15,200	New	+$435K	0.04%	608
2015 Q1	–	Sell	-8,600	Closed	-$254K	–	1042
2014 Q4	$254K	Sell	8,600 -8,400	-49%	-$238K	0.02%	725
2014 Q3	$408K	Buy	+17,000	New	+$428K	0.04%	597

Other funds holding HSTM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nine Chapters Capital Management's HSTM Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of HealthStream (HSTM) in Q4 2015, closing a stake of 14,000 shares — an estimated $305K sold.

Nine Chapters Capital Management first reported a position in HSTM in Q3 2014 and held it in 4 quarters. The position peaked at $462K in Q2 2015. 124 funds tracked by Wall St. Rank hold HSTM as of Q4 2015.

Nine Chapters Capital Management reported no remaining HealthStream position as of Q4 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 14,000 HealthStream shares in Q4 2015, an estimated $305K.
Nine Chapters Capital Management first reported a position in HealthStream in Q3 2014 and held it in 4 quarters.
Nine Chapters Capital Management's HealthStream position peaked at $462K in Q2 2015.
124 funds tracked by Wall St. Rank held HealthStream as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.