R.H. Bluestein & Co’s HealthEquity HQY Stock Holding History

R.H. Bluestein & Co’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,600	Closed	-$434K	–	300
2018 Q3	$434K	Buy	4,600 +1,000	+28%	+$86.1K	0.02%	192
2018 Q2	$270K	Buy	+3,600	New	+$259K	0.01%	258

Other funds holding HQY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

R.H. Bluestein & Co's HQY Position: Q4 2018 in Review

R.H. Bluestein & Co sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 4,600 shares — an estimated $434K sold.

R.H. Bluestein & Co first reported a position in HQY in Q2 2018 and held it in 2 quarters. The position peaked at $434K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

R.H. Bluestein & Co reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
R.H. Bluestein & Co sold 4,600 HealthEquity shares in Q4 2018, an estimated $434K.
R.H. Bluestein & Co first reported a position in HealthEquity in Q2 2018 and held it in 2 quarters.
R.H. Bluestein & Co's HealthEquity position peaked at $434K in Q3 2018.
310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on R.H. Bluestein & Co's 13F filing for Q4 2018, filed 13 Feb 2019.