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Stonehage Fleming (UK)’s HealthStream HSTM Stock Holding History

Stonehage Fleming (UK)’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
2014
Q1 		– Sell
-1,556
Closed -$51K – 313
2013
Q4 		$51K Buy
+1,556
New +$53.2K 0.02% 223

Other funds holding HSTM

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stonehage Fleming (UK)'s HSTM Position: Q1 2014 in Review

Stonehage Fleming (UK) sold out of HealthStream (HSTM) in Q1 2014, closing a stake of 1,556 shares — an estimated $51K sold.

Stonehage Fleming (UK) first reported a position in HSTM in Q4 2013 and held it in 1 quarter. The position peaked at $51K in Q4 2013. 111 funds tracked by Wall St. Rank hold HSTM as of Q1 2014.

  • Stonehage Fleming (UK) reported no remaining HealthStream position as of Q1 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 1,556 HealthStream shares in Q1 2014, an estimated $51K.
  • Stonehage Fleming (UK) first reported a position in HealthStream in Q4 2013 and held it in 1 quarter.
  • Stonehage Fleming (UK)'s HealthStream position peaked at $51K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held HealthStream as of Q1 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2014, filed 11 Oct 2019.