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Portfolio Solutions’s HealthStream HSTM Stock Holding History

Portfolio Solutions’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
-90
Closed -$2K – 185
2017
Q2 		$2K Hold
90
– – ﹤0.01% 159
2017
Q1 		$2K Buy
+90
New +$2.1K ﹤0.01% 184

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Portfolio Solutions's HSTM Position: Q3 2017 in Review

Portfolio Solutions sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 90 shares — an estimated $2K sold.

Portfolio Solutions first reported a position in HSTM in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

  • Portfolio Solutions reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
  • Portfolio Solutions sold 90 HealthStream shares in Q3 2017, an estimated $2K.
  • Portfolio Solutions first reported a position in HealthStream in Q1 2017 and held it in 2 quarters.
  • Portfolio Solutions's HealthStream position peaked at $2K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on Portfolio Solutions's 13F filing for Q3 2017, filed 12 Oct 2017.