Reilly Financial Advisors’s HealthEquity HQY Stock Holding History

Reilly Financial Advisors’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
2018 Q2	–	Sell	-200	Closed	-$12K	–	1008
2018 Q1	$12K	Buy	+200	New	+$10.8K	﹤0.01%	606

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Reilly Financial Advisors's HQY Position: Q2 2018 in Review

Reilly Financial Advisors sold out of HealthEquity (HQY) in Q2 2018, closing a stake of 200 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in HQY in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 276 funds tracked by Wall St. Rank hold HQY as of Q2 2018.

Reilly Financial Advisors reported no remaining HealthEquity position as of Q2 2018 after selling out during the quarter.
Reilly Financial Advisors sold 200 HealthEquity shares in Q2 2018, an estimated $12K.
Reilly Financial Advisors first reported a position in HealthEquity in Q1 2018 and held it in 1 quarter.
Reilly Financial Advisors's HealthEquity position peaked at $12K in Q1 2018.
276 funds tracked by Wall St. Rank held HealthEquity as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.