RWA
HMSY

Ropes Wealth Advisors’s HMS Holdings Corp. HMSY Stock Holding History

Ropes Wealth Advisors’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-246
Closed -$4K – 789
2017
Q4 		$4K Hold
246
– – ﹤0.01% 661
2017
Q3 		$5K Buy
+246
New +$4.57K ﹤0.01% 602

Other funds holding HMSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's HMSY Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of HMS Holdings Corp. (HMSY) in Q1 2018, closing a stake of 246 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in HMSY in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 204 funds tracked by Wall St. Rank hold HMSY as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining HMS Holdings Corp. position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 246 HMS Holdings Corp. shares in Q1 2018, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in HMS Holdings Corp. in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's HMS Holdings Corp. position peaked at $5K in Q3 2017.
  • 204 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.