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United Asset Strategies’s HealthEquity HQY Stock Holding History

United Asset Strategies’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
-3,550
Closed -$335K – 196
2018
Q3 		$335K Sell
3,550
-115
-3% -$9.91K 0.08% 164
2018
Q2 		$275K Sell
3,665
-100
-3% -$7.18K 0.07% 173
2018
Q1 		$228K Buy
+3,765
New +$204K 0.07% 182
2017
Q3 		– Sell
-8,825
Closed -$440K – 139
2017
Q2 		$440K Buy
+8,825
New +$413K 0.13% 107

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Asset Strategies's HQY Position: Q4 2018 in Review

United Asset Strategies sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 3,550 shares — an estimated $335K sold.

United Asset Strategies first reported a position in HQY in Q2 2017 and held it in 4 quarters. The position peaked at $440K in Q2 2017. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • United Asset Strategies reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • United Asset Strategies sold 3,550 HealthEquity shares in Q4 2018, an estimated $335K.
  • United Asset Strategies first reported a position in HealthEquity in Q2 2017 and held it in 4 quarters.
  • United Asset Strategies's HealthEquity position peaked at $440K in Q2 2017.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.