SWP
HMSY

Stratos Wealth Partners’s HMS Holdings Corp. HMSY Stock Holding History

Stratos Wealth Partners’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-63
Closed -$2K – 2807
2018
Q3 		$2K Buy
+63
New +$1.82K ﹤0.01% 2775

Other funds holding HMSY

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Partners's HMSY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of HMS Holdings Corp. (HMSY) in Q4 2018, closing a stake of 63 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in HMSY in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 280 funds tracked by Wall St. Rank hold HMSY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining HMS Holdings Corp. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 63 HMS Holdings Corp. shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in HMS Holdings Corp. in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's HMS Holdings Corp. position peaked at $2K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.