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Thompson Siegel & Walmsley’s HealthStream HSTM Stock Holding History

Thompson Siegel & Walmsley’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
-250
Closed -$6K – 707
2015
Q4 		$6K Buy
+250
New +$5.84K ﹤0.01% 644

Other funds holding HSTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $774M AUM 40.73% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Thompson Siegel & Walmsley's HSTM Position: Q1 2016 in Review

Thompson Siegel & Walmsley sold out of HealthStream (HSTM) in Q1 2016, closing a stake of 250 shares — an estimated $6K sold.

Thompson Siegel & Walmsley first reported a position in HSTM in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 125 funds tracked by Wall St. Rank hold HSTM as of Q1 2016.

  • Thompson Siegel & Walmsley reported no remaining HealthStream position as of Q1 2016 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 250 HealthStream shares in Q1 2016, an estimated $6K.
  • Thompson Siegel & Walmsley first reported a position in HealthStream in Q4 2015 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's HealthStream position peaked at $6K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held HealthStream as of Q1 2016.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2016, filed 10 May 2016.