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Ropes Wealth Advisors’s HealthStream HSTM Stock Holding History

Ropes Wealth Advisors’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,480
Closed -$54K – 502
2015
Q3 		$54K Buy
+2,480
New +$65.9K 0.03% 247

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's HSTM Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of HealthStream (HSTM) in Q4 2015, closing a stake of 2,480 shares — an estimated $54K sold.

Ropes Wealth Advisors first reported a position in HSTM in Q3 2015 and held it in 1 quarter. The position peaked at $54K in Q3 2015. 124 funds tracked by Wall St. Rank hold HSTM as of Q4 2015.

  • Ropes Wealth Advisors reported no remaining HealthStream position as of Q4 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,480 HealthStream shares in Q4 2015, an estimated $54K.
  • Ropes Wealth Advisors first reported a position in HealthStream in Q3 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's HealthStream position peaked at $54K in Q3 2015.
  • 124 funds tracked by Wall St. Rank held HealthStream as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.