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Tompkins Financial’s HealthStream HSTM Stock Holding History

Tompkins Financial’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
Q3 		– Sell
-145
Closed -$4K – 425
2016
Q2 		$4K Buy
+145
New +$3.41K ﹤0.01% 462

Other funds holding HSTM

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Tompkins Financial's HSTM Position: Q3 2016 in Review

Tompkins Financial sold out of HealthStream (HSTM) in Q3 2016, closing a stake of 145 shares — an estimated $4K sold.

Tompkins Financial first reported a position in HSTM in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 130 funds tracked by Wall St. Rank hold HSTM as of Q3 2016.

  • Tompkins Financial reported no remaining HealthStream position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 145 HealthStream shares in Q3 2016, an estimated $4K.
  • Tompkins Financial first reported a position in HealthStream in Q2 2016 and held it in 1 quarter.
  • Tompkins Financial's HealthStream position peaked at $4K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held HealthStream as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.