Schroder Investment Management Group
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Schroder Investment Management Group’s HealthStream HSTM Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-64,300
Closed -$1.9M – 1266
2014
Q4 		$1.9M Buy
+64,300
New +$1.82M ﹤0.01% 907

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group's HSTM Position: Q1 2015 in Review

Schroder Investment Management Group sold out of HealthStream (HSTM) in Q1 2015, closing a stake of 64,300 shares — an estimated $1.9M sold.

Schroder Investment Management Group first reported a position in HSTM in Q4 2014 and held it in 1 quarter. The position peaked at $1.9M in Q4 2014. 109 funds tracked by Wall St. Rank hold HSTM as of Q1 2015.

  • Schroder Investment Management Group reported no remaining HealthStream position as of Q1 2015 after selling out during the quarter.
  • Schroder Investment Management Group sold 64,300 HealthStream shares in Q1 2015, an estimated $1.9M.
  • Schroder Investment Management Group first reported a position in HealthStream in Q4 2014 and held it in 1 quarter.
  • Schroder Investment Management Group's HealthStream position peaked at $1.9M in Q4 2014.
  • 109 funds tracked by Wall St. Rank held HealthStream as of Q1 2015.

Based on Schroder Investment Management Group's 13F filing for Q1 2015, filed 12 May 2015.