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HCSG icon

Wealthfront’s Healthcare Services Group HCSG Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-486
Closed -$16K – 600
2015
Q3 		$16K Buy
486
+257
+112% +$8.69K ﹤0.01% 810
2015
Q2 		$8K Buy
229
+194
+554% +$6.11K ﹤0.01% 907
2015
Q1 		$1K Buy
35
+34
+3,400% +$1.1K ﹤0.01% 1100
2014
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 799

Other funds holding HCSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's HCSG Position: Q4 2015 in Review

Wealthfront sold out of Healthcare Services Group (HCSG) in Q4 2015, closing a stake of 486 shares — an estimated $16K sold.

Wealthfront first reported a position in HCSG in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 238 funds tracked by Wall St. Rank hold HCSG as of Q4 2015.

  • Wealthfront reported no remaining Healthcare Services Group position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 486 Healthcare Services Group shares in Q4 2015, an estimated $16K.
  • Wealthfront first reported a position in Healthcare Services Group in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Healthcare Services Group position peaked at $16K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.