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Regal Wealth Group’s Healthcare Services Group HCSG Stock Holding History

Regal Wealth Group’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
2017
Q1 		– Sell
-97
Closed -$4K – 160
2016
Q4 		$4K Sell
97
-1,200
-93% -$45.9K ﹤0.01% 142
2016
Q3 		$31K Buy
1,297
+1,200
+1,237% +$47K 0.03% 75
2016
Q2 		$4K Hold
97
– – ﹤0.01% 157
2016
Q1 		$4K Hold
97
– – ﹤0.01% 141
2015
Q4 		$3K Buy
+97
New +$3.53K ﹤0.01% 147

Other funds holding HCSG

BlackRock
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $865B AUM 30.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Regal Wealth Group's HCSG Position: Q1 2017 in Review

Regal Wealth Group sold out of Healthcare Services Group (HCSG) in Q1 2017, closing a stake of 97 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in HCSG in Q4 2015 and held it in 5 quarters. The position peaked at $31K in Q3 2016. 249 funds tracked by Wall St. Rank hold HCSG as of Q1 2017.

  • Regal Wealth Group reported no remaining Healthcare Services Group position as of Q1 2017 after selling out during the quarter.
  • Regal Wealth Group sold 97 Healthcare Services Group shares in Q1 2017, an estimated $4K.
  • Regal Wealth Group first reported a position in Healthcare Services Group in Q4 2015 and held it in 5 quarters.
  • Regal Wealth Group's Healthcare Services Group position peaked at $31K in Q3 2016.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2017.

Based on Regal Wealth Group's 13F filing for Q1 2017, filed 10 Aug 2017.