RWM
HCSG icon

Raffa Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Raffa Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-21
Closed -$708 – 862
2015
Q3 		$708 Hold
21
– – ﹤0.01% 507
2015
Q2 		$694 Sell
21
-4
-16% -$126 ﹤0.01% 522
2015
Q1 		$803 Sell
25
-3
-11% -$97 ﹤0.01% 466
2014
Q4 		$866 Hold
28
– – ﹤0.01% 397
2014
Q3 		$801 Buy
+28
New +$779 ﹤0.01% 399
2014
Q1 		– Sell
-28
Closed -$866 – 463
2013
Q4 		$866 Buy
+28
New +$767 ﹤0.01% 397

Other funds holding HCSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's HCSG Position: Q4 2015 in Review

Raffa Wealth Management sold out of Healthcare Services Group (HCSG) in Q4 2015, closing a stake of 21 shares — an estimated $708 sold.

Raffa Wealth Management first reported a position in HCSG in Q4 2013 and held it in 6 quarters. The position peaked at $866 in Q4 2014. 238 funds tracked by Wall St. Rank hold HCSG as of Q4 2015.

  • Raffa Wealth Management reported no remaining Healthcare Services Group position as of Q4 2015 after selling out during the quarter.
  • Raffa Wealth Management sold 21 Healthcare Services Group shares in Q4 2015, an estimated $708.
  • Raffa Wealth Management first reported a position in Healthcare Services Group in Q4 2013 and held it in 6 quarters.
  • Raffa Wealth Management's Healthcare Services Group position peaked at $866 in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2015.

Based on Raffa Wealth Management's 13F filing for Q4 2015, filed 27 Jul 2026.