Private Wealth Partners’s Streamline Health Solutions STRM Stock Holding History

Private Wealth Partners’s Portfolio STRM Stock Details STRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,008	Closed	-$16K	–	127
2017 Q2	$16K	Hold	1,008	–	–	﹤0.01%	111
2017 Q1	$15K	Hold	1,008	–	–	﹤0.01%	109
2016 Q4	$19K	Hold	1,008	–	–	﹤0.01%	111
2016 Q3	$28K	Hold	1,008	–	–	0.01%	120
2016 Q2	$18K	Hold	1,008	–	–	﹤0.01%	125
2016 Q1	$21K	Sell	1,008 -1,008	-50%	-$22.7K	0.01%	126
2015 Q4	$43K	Buy	2,016 +1,008	+100%	+$27.3K	0.01%	127
2015 Q3	$35K	Hold	1,008	–	–	0.01%	127
2015 Q2	$42K	Hold	1,008	–	–	0.01%	138
2015 Q1	$54K	Hold	1,008	–	–	0.01%	137
2014 Q4	$65K	Hold	1,008	–	–	0.02%	142
2014 Q3	$70K	Hold	1,008	–	–	0.02%	166
2014 Q2	$73K	Hold	1,008	–	–	0.02%	152
2014 Q1	$76K	Buy	+1,008	New	+$93.7K	0.02%	154

Other funds holding STRM

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Private Wealth Partners's STRM Position: Q3 2017 in Review

Private Wealth Partners sold out of Streamline Health Solutions (STRM) in Q3 2017, closing a stake of 1,008 shares — an estimated $16K sold.

Private Wealth Partners first reported a position in STRM in Q1 2014 and held it in 14 quarters. The position peaked at $76K in Q1 2014. 26 funds tracked by Wall St. Rank hold STRM as of Q3 2017.

Private Wealth Partners reported no remaining Streamline Health Solutions position as of Q3 2017 after selling out during the quarter.
Private Wealth Partners sold 1,008 Streamline Health Solutions shares in Q3 2017, an estimated $16K.
Private Wealth Partners first reported a position in Streamline Health Solutions in Q1 2014 and held it in 14 quarters.
Private Wealth Partners's Streamline Health Solutions position peaked at $76K in Q1 2014.
26 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2017.

Based on Private Wealth Partners's 13F filing for Q3 2017, filed 6 Nov 2017.