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Piper Sandler & Co’s HealthStream HSTM Stock Holding History

Piper Sandler & Co’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
Q3 		– Sell
-7,500
Closed -$228K – 116
2015
Q2 		$228K Buy
+7,500
New +$215K 0.14% 75
2015
Q1 		– Sell
-20,000
Closed -$590K – 131
2014
Q4 		$590K Buy
+20,000
New +$568K 0.29% 25

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Piper Sandler & Co's HSTM Position: Q3 2015 in Review

Piper Sandler & Co sold out of HealthStream (HSTM) in Q3 2015, closing a stake of 7,500 shares — an estimated $228K sold.

Piper Sandler & Co first reported a position in HSTM in Q4 2014 and held it in 2 quarters. The position peaked at $590K in Q4 2014. 130 funds tracked by Wall St. Rank hold HSTM as of Q3 2015.

  • Piper Sandler & Co reported no remaining HealthStream position as of Q3 2015 after selling out during the quarter.
  • Piper Sandler & Co sold 7,500 HealthStream shares in Q3 2015, an estimated $228K.
  • Piper Sandler & Co first reported a position in HealthStream in Q4 2014 and held it in 2 quarters.
  • Piper Sandler & Co's HealthStream position peaked at $590K in Q4 2014.
  • 130 funds tracked by Wall St. Rank held HealthStream as of Q3 2015.

Based on Piper Sandler & Co's 13F filing for Q3 2015, filed 16 Nov 2015.