SFSIG
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San Francisco Sentry Investment Group’s HealthEquity HQY Stock Holding History

San Francisco Sentry Investment 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
Q1 		– Sell
-6
Closed – – 989
2018
Q4 		$0 Buy
+6
New +$484 ﹤0.01% 1021

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

San Francisco Sentry Investment Group's HQY Position: Q1 2019 in Review

San Francisco Sentry Investment Group sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 6 shares.

San Francisco Sentry Investment Group first reported a position in HQY in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • San Francisco Sentry Investment Group reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 6 HealthEquity shares in Q1 2019.
  • San Francisco Sentry Investment Group first reported a position in HealthEquity in Q4 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's HealthEquity position peaked at $0 in Q4 2018.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2019, filed 8 May 2019.