Unigestion Holding’s HealthEquity HQY Stock Holding History

Unigestion Holding’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
2018 Q4	–	Sell	-7,234	Closed	-$683K	–	319
2018 Q3	$683K	Buy	+7,234	New	+$623K	0.01%	276

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Unigestion Holding's HQY Position: Q4 2018 in Review

Unigestion Holding sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 7,234 shares — an estimated $683K sold.

Unigestion Holding first reported a position in HQY in Q3 2018 and held it in 1 quarter. The position peaked at $683K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

Unigestion Holding reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
Unigestion Holding sold 7,234 HealthEquity shares in Q4 2018, an estimated $683K.
Unigestion Holding first reported a position in HealthEquity in Q3 2018 and held it in 1 quarter.
Unigestion Holding's HealthEquity position peaked at $683K in Q3 2018.
310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Unigestion Holding's 13F filing for Q4 2018, filed 8 Feb 2019.