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Realta Investment Advisors’s Healthcare Services Group HCSG Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-225
Closed -$7K – 1686
2019
Q2 		$7K Sell
225
-250
-53% -$8.26K ﹤0.01% 1249
2019
Q1 		$15K Buy
+475
New +$18.2K 0.01% 826

Other funds holding HCSG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Realta Investment Advisors's HCSG Position: Q3 2019 in Review

Realta Investment Advisors sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 225 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in HCSG in Q1 2019 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • Realta Investment Advisors reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 225 Healthcare Services Group shares in Q3 2019, an estimated $7K.
  • Realta Investment Advisors first reported a position in Healthcare Services Group in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Healthcare Services Group position peaked at $15K in Q1 2019.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.