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Rational Advisors’s HealthStream HSTM Stock Holding History

Rational Advisors’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
2013
Q4 		– Sell
-3,995
Closed -$151K – 876
2013
Q3 		$151K Buy
+3,995
New +$130K 0.01% 557

Other funds holding HSTM

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's HSTM Position: Q4 2013 in Review

Rational Advisors sold out of HealthStream (HSTM) in Q4 2013, closing a stake of 3,995 shares — an estimated $151K sold.

Rational Advisors first reported a position in HSTM in Q3 2013 and held it in 1 quarter. The position peaked at $151K in Q3 2013. 125 funds tracked by Wall St. Rank hold HSTM as of Q4 2013.

  • Rational Advisors reported no remaining HealthStream position as of Q4 2013 after selling out during the quarter.
  • Rational Advisors sold 3,995 HealthStream shares in Q4 2013, an estimated $151K.
  • Rational Advisors first reported a position in HealthStream in Q3 2013 and held it in 1 quarter.
  • Rational Advisors's HealthStream position peaked at $151K in Q3 2013.
  • 125 funds tracked by Wall St. Rank held HealthStream as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.