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Sequoia Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Sequoia Financial Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-7,297
Closed -$234K – 193
2015
Q1 		$234K Sell
7,297
-505
-6% -$16.3K 0.11% 155
2014
Q4 		$241K Buy
7,802
+725
+10% +$21.5K 0.16% 130
2014
Q3 		$202K Buy
+7,077
New +$197K 0.14% 156

Other funds holding HCSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sequoia Financial Advisors's HCSG Position: Q2 2015 in Review

Sequoia Financial Advisors sold out of Healthcare Services Group (HCSG) in Q2 2015, closing a stake of 7,297 shares — an estimated $234K sold.

Sequoia Financial Advisors first reported a position in HCSG in Q3 2014 and held it in 3 quarters. The position peaked at $241K in Q4 2014. 209 funds tracked by Wall St. Rank hold HCSG as of Q2 2015.

  • Sequoia Financial Advisors reported no remaining Healthcare Services Group position as of Q2 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,297 Healthcare Services Group shares in Q2 2015, an estimated $234K.
  • Sequoia Financial Advisors first reported a position in Healthcare Services Group in Q3 2014 and held it in 3 quarters.
  • Sequoia Financial Advisors's Healthcare Services Group position peaked at $241K in Q4 2014.
  • 209 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2015.

Based on Sequoia Financial Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.