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Simplicity Solutions’s HealthStream HSTM Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-26,976
Closed -$593K – 329
2015
Q4 		$593K Buy
+26,976
New +$630K 0.07% 407

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's HSTM Position: Q1 2016 in Review

Simplicity Solutions sold out of HealthStream (HSTM) in Q1 2016, closing a stake of 26,976 shares — an estimated $593K sold.

Simplicity Solutions first reported a position in HSTM in Q4 2015 and held it in 1 quarter. The position peaked at $593K in Q4 2015. 125 funds tracked by Wall St. Rank hold HSTM as of Q1 2016.

  • Simplicity Solutions reported no remaining HealthStream position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 26,976 HealthStream shares in Q1 2016, an estimated $593K.
  • Simplicity Solutions first reported a position in HealthStream in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's HealthStream position peaked at $593K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held HealthStream as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.