Patten Group’s HealthEquity HQY Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-100	Closed	-$6K	–	347
2018 Q4	$6K	Sell	100 -126	-56%	-$10.2K	﹤0.01%	471
2018 Q3	$21K	Hold	226	–	–	0.01%	421
2018 Q2	$17K	Buy	226 +126	+126%	+$9.05K	0.01%	417
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	495
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	535
2017 Q3	$5K	Buy	+100	New	+$4.66K	﹤0.01%	528

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patten Group's HQY Position: Q1 2019 in Review

Patten Group sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 100 shares — an estimated $6K sold.

Patten Group first reported a position in HQY in Q3 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

Patten Group reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
Patten Group sold 100 HealthEquity shares in Q1 2019, an estimated $6K.
Patten Group first reported a position in HealthEquity in Q3 2017 and held it in 6 quarters.
Patten Group's HealthEquity position peaked at $21K in Q3 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.