Rehmann Capital Advisory Group’s HealthEquity HQY Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$28.2K	Sell	494 -2,111	-81%	-$140K	﹤0.01%	783
2019 Q2	$170K	Buy	2,605 +2,173	+503%	+$151K	0.02%	467
2019 Q1	$32K	Sell	432 -14	-3%	-$984	﹤0.01%	967
2018 Q4	$26.6K	Sell	446 -605	-58%	-$48.8K	﹤0.01%	786
2018 Q3	$99.2K	Sell	1,051 -13	-1%	-$1.12K	0.01%	590
2018 Q2	$79.9K	Sell	1,064 -68	-6%	-$4.88K	0.01%	626
2018 Q1	$69K	Buy	+1,132	New	+$61.3K	0.01%	658

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Rehmann Capital Advisory Group's HQY Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its HealthEquity (HQY) stake by 81% in Q3 2019, selling an estimated $140K and leaving 494 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Rehmann Capital Advisory Group first reported a position in HQY in Q1 2018 and has held it in 7 quarters since. The position peaked at $170K in Q2 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Rehmann Capital Advisory Group held 494 shares of HealthEquity worth $28.2K as of Q3 2019.
Rehmann Capital Advisory Group sold 2,111 HealthEquity shares in Q3 2019, an estimated $140K.
HealthEquity made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #783 holding.
Rehmann Capital Advisory Group first reported a position in HealthEquity in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's HealthEquity position peaked at $170K in Q2 2019.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.