Squar Milner Financial Services’s Healthcare Services Group HCSG Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-2,418	Closed	-$73K	–	422
2019 Q2	$73K	Buy	2,418 +206	+9%	+$6.81K	0.05%	310
2019 Q1	$72K	Hold	2,212	–	–	0.05%	285
2018 Q4	$89K	Hold	2,212	–	–	0.09%	235
2018 Q3	$90K	Buy	2,212 +415	+23%	+$17.2K	0.08%	251
2018 Q2	$78K	Buy	+1,797	New	+$71.3K	0.07%	276

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Squar Milner Financial Services's HCSG Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 2,418 shares — an estimated $73K sold.

Squar Milner Financial Services first reported a position in HCSG in Q2 2018 and held it in 5 quarters. The position peaked at $90K in Q3 2018. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

Squar Milner Financial Services reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 2,418 Healthcare Services Group shares in Q3 2019, an estimated $73K.
Squar Milner Financial Services first reported a position in Healthcare Services Group in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Healthcare Services Group position peaked at $90K in Q3 2018.
240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.