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Quest Investment Management’s HealthStream HSTM Stock Holding History

Quest Investment Management’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
2014
Q2 		– Sell
-17,195
Closed -$459K – 220
2014
Q1 		$459K Sell
17,195
-1,135
-6% -$33.7K 0.04% 143
2013
Q4 		$598K Sell
18,330
-5
-0% -$171 0.05% 120
2013
Q3 		$695K Sell
18,335
-2,340
-11% -$76.3K 0.06% 111
2013
Q2 		$523K Buy
+20,675
New +$499K 0.04% 114

Other funds holding HSTM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Quest Investment Management's HSTM Position: Q2 2014 in Review

Quest Investment Management sold out of HealthStream (HSTM) in Q2 2014, closing a stake of 17,195 shares — an estimated $459K sold.

Quest Investment Management first reported a position in HSTM in Q2 2013 and held it in 4 quarters. The position peaked at $695K in Q3 2013. 103 funds tracked by Wall St. Rank hold HSTM as of Q2 2014.

  • Quest Investment Management reported no remaining HealthStream position as of Q2 2014 after selling out during the quarter.
  • Quest Investment Management sold 17,195 HealthStream shares in Q2 2014, an estimated $459K.
  • Quest Investment Management first reported a position in HealthStream in Q2 2013 and held it in 4 quarters.
  • Quest Investment Management's HealthStream position peaked at $695K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held HealthStream as of Q2 2014.

Based on Quest Investment Management's 13F filing for Q2 2014, filed 11 Aug 2014.