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Tiedemann Advisors’s Healthcare Services Group HCSG Stock Holding History

Tiedemann Advisors’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
2017
Q4 		– Sell
-9,795
Closed -$388K – 274
2017
Q3 		$388K Buy
+9,795
New +$504K 0.03% 250
2017
Q1 		– Sell
-9,025
Closed -$354K – 405
2016
Q4 		$354K Buy
+9,025
New +$345K 0.04% 251

Other funds holding HCSG

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Tiedemann Advisors's HCSG Position: Q4 2017 in Review

Tiedemann Advisors sold out of Healthcare Services Group (HCSG) in Q4 2017, closing a stake of 9,795 shares — an estimated $388K sold.

Tiedemann Advisors first reported a position in HCSG in Q4 2016 and held it in 2 quarters. The position peaked at $388K in Q3 2017. 306 funds tracked by Wall St. Rank hold HCSG as of Q4 2017.

  • Tiedemann Advisors reported no remaining Healthcare Services Group position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 9,795 Healthcare Services Group shares in Q4 2017, an estimated $388K.
  • Tiedemann Advisors first reported a position in Healthcare Services Group in Q4 2016 and held it in 2 quarters.
  • Tiedemann Advisors's Healthcare Services Group position peaked at $388K in Q3 2017.
  • 306 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.