TCW Group’s HealthEquity HQY Stock Holding History

TCW Group’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-10,987	Closed	-$334K	–	668
2016 Q2	$334K	Sell	10,987 -17,553	-62%	-$461K	﹤0.01%	649
2016 Q1	$704K	Buy	+28,540	New	+$612K	0.01%	569

Other funds holding HQY

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

TCW Group's HQY Position: Q3 2016 in Review

TCW Group sold out of HealthEquity (HQY) in Q3 2016, closing a stake of 10,987 shares — an estimated $334K sold.

TCW Group first reported a position in HQY in Q1 2016 and held it in 2 quarters. The position peaked at $704K in Q1 2016. 166 funds tracked by Wall St. Rank hold HQY as of Q3 2016.

TCW Group reported no remaining HealthEquity position as of Q3 2016 after selling out during the quarter.
TCW Group sold 10,987 HealthEquity shares in Q3 2016, an estimated $334K.
TCW Group first reported a position in HealthEquity in Q1 2016 and held it in 2 quarters.
TCW Group's HealthEquity position peaked at $704K in Q1 2016.
166 funds tracked by Wall St. Rank held HealthEquity as of Q3 2016.

Based on TCW Group's 13F filing for Q3 2016, filed 14 Nov 2016.