UCFA
HCSG icon

United Capital Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

United Capital Financial Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-12,468
Closed -$378K – 1388
2019
Q2 		$378K Buy
+12,468
New +$412K ﹤0.01% 1133

Other funds holding HCSG

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

United Capital Financial Advisors's HCSG Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 12,468 shares — an estimated $378K sold.

United Capital Financial Advisors first reported a position in HCSG in Q2 2019 and held it in 1 quarter. The position peaked at $378K in Q2 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,468 Healthcare Services Group shares in Q3 2019, an estimated $378K.
  • United Capital Financial Advisors first reported a position in Healthcare Services Group in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Healthcare Services Group position peaked at $378K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.