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Transamerica Financial Advisors’s HealthEquity HQY Stock Holding History

Transamerica Financial Advisors’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
2017
Q1 		– Sell
-292
Closed -$12K – 409
2016
Q4 		$12K Buy
+292
New +$11.3K ﹤0.01% 245

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
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

Transamerica Financial Advisors's HQY Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of HealthEquity (HQY) in Q1 2017, closing a stake of 292 shares — an estimated $12K sold.

Transamerica Financial Advisors first reported a position in HQY in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 213 funds tracked by Wall St. Rank hold HQY as of Q1 2017.

  • Transamerica Financial Advisors reported no remaining HealthEquity position as of Q1 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 292 HealthEquity shares in Q1 2017, an estimated $12K.
  • Transamerica Financial Advisors first reported a position in HealthEquity in Q4 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's HealthEquity position peaked at $12K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held HealthEquity as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.