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UBS’s HealthEquity HQY Stock Holding History

UBS’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
2014
Q3 		$98K Buy
+5,334
New +$102K ﹤0.01% 6025

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
NPGCU
Napier Park Global Capital (US) New York $35M AUM 3.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS's HQY Position: Q3 2014 in Review

UBS opened a new position in HealthEquity (HQY) in Q3 2014: 5,334 shares worth $98K. The stake represents ﹤0.01% of the portfolio and ranks #6025 among its holdings.

69 funds tracked by Wall St. Rank hold HQY as of Q3 2014.

  • UBS held 5,334 shares of HealthEquity worth $98K as of Q3 2014.
  • HealthEquity was a new UBS position in Q3 2014.
  • HealthEquity made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6025 holding.
  • 69 funds tracked by Wall St. Rank held HealthEquity as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.