SBIA
HQY icon

Sheaff Brock Investment Advisors’s HealthEquity HQY Stock Holding History

Sheaff Brock Investment Advisors’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
2018
Q3 		– Sell
-3,707
Closed -$278K – 540
2018
Q2 		$278K Buy
3,707
+55
+2% +$3.95K 0.03% 381
2018
Q1 		$221K Buy
+3,652
New +$198K 0.02% 441

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sheaff Brock Investment Advisors's HQY Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of HealthEquity (HQY) in Q3 2018, closing a stake of 3,707 shares — an estimated $278K sold.

Sheaff Brock Investment Advisors first reported a position in HQY in Q1 2018 and held it in 2 quarters. The position peaked at $278K in Q2 2018. 309 funds tracked by Wall St. Rank hold HQY as of Q3 2018.

  • Sheaff Brock Investment Advisors reported no remaining HealthEquity position as of Q3 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,707 HealthEquity shares in Q3 2018, an estimated $278K.
  • Sheaff Brock Investment Advisors first reported a position in HealthEquity in Q1 2018 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's HealthEquity position peaked at $278K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held HealthEquity as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.