Pier Capital’s HealthStream HSTM Stock Holding History

Pier Capital’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 Q3	–	Sell	-166,635	Closed	-$4.39M	–	117
2017 Q2	$4.39M	Buy	+166,635	New	+$4.58M	0.76%	87
2016 Q3	–	Sell	-121,811	Closed	-$3.23M	–	128
2016 Q2	$3.23M	Sell	121,811 -64,205	-35%	-$1.51M	0.59%	84
2016 Q1	$4.11M	Buy	+186,016	New	+$3.83M	0.79%	80

Other funds holding HSTM

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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

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

Pier Capital's HSTM Position: Q3 2017 in Review

Pier Capital sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 166,635 shares — an estimated $4.39M sold.

Pier Capital first reported a position in HSTM in Q1 2016 and held it in 3 quarters. The position peaked at $4.39M in Q2 2017. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

Pier Capital reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
Pier Capital sold 166,635 HealthStream shares in Q3 2017, an estimated $4.39M.
Pier Capital first reported a position in HealthStream in Q1 2016 and held it in 3 quarters.
Pier Capital's HealthStream position peaked at $4.39M in Q2 2017.
132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on Pier Capital's 13F filing for Q3 2017, filed 13 Nov 2017.