Shelton Capital Management’s Healthcare Services Group HCSG Stock Holding History

Shelton Capital Management’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
2019 Q1	–	Sell	-5,305	Closed	-$213K	–	841
2018 Q4	$213K	Hold	5,305	–	–	0.01%	670
2018 Q3	$215K	Hold	5,305	–	–	0.01%	810
2018 Q2	$229K	Hold	5,305	–	–	0.01%	720
2018 Q1	$231K	Buy	+5,305	New	+$260K	0.02%	698
2017 Q2	–	Sell	-6,739	Closed	-$290K	–	871
2017 Q1	$290K	Buy	6,739 +702	+12%	+$28.9K	0.02%	586
2016 Q4	$236K	Hold	6,037	–	–	0.02%	747
2016 Q3	$239K	Hold	6,037	–	–	0.02%	663
2016 Q2	$250K	Hold	6,037	–	–	0.02%	621
2016 Q1	$222K	Buy	+6,037	New	+$210K	0.02%	673

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shelton Capital Management's HCSG Position: Q1 2019 in Review

Shelton Capital Management sold out of Healthcare Services Group (HCSG) in Q1 2019, closing a stake of 5,305 shares — an estimated $213K sold.

Shelton Capital Management first reported a position in HCSG in Q1 2016 and held it in 9 quarters. The position peaked at $290K in Q1 2017. 296 funds tracked by Wall St. Rank hold HCSG as of Q1 2019.

Shelton Capital Management reported no remaining Healthcare Services Group position as of Q1 2019 after selling out during the quarter.
Shelton Capital Management sold 5,305 Healthcare Services Group shares in Q1 2019, an estimated $213K.
Shelton Capital Management first reported a position in Healthcare Services Group in Q1 2016 and held it in 9 quarters.
Shelton Capital Management's Healthcare Services Group position peaked at $290K in Q1 2017.
296 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2019.

Based on Shelton Capital Management's 13F filing for Q1 2019, filed 10 May 2019.