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Wealthspire Advisors (Maryland)’s Healthcare Services Group HCSG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,166
Closed -$38K – 1105
2019
Q1 		$38K Sell
1,166
-346
-23% -$13.3K ﹤0.01% 1004
2018
Q4 		$61K Buy
1,512
+459
+44% +$19.4K 0.01% 773
2018
Q3 		$43K Buy
1,053
+36
+4% +$1.5K ﹤0.01% 1021
2018
Q2 		$44K Buy
1,017
+72
+8% +$2.86K ﹤0.01% 1020
2018
Q1 		$41K Sell
945
-162
-15% -$7.93K ﹤0.01% 1060
2017
Q4 		$58K Buy
1,107
+140
+14% +$7.34K 0.01% 940
2017
Q3 		$52K Buy
967
+89
+10% +$4.58K 0.01% 968
2017
Q2 		$41K Sell
878
-207
-19% -$9.56K ﹤0.01% 1015
2017
Q1 		$47K Sell
1,085
-33
-3% -$1.36K 0.01% 815
2016
Q4 		$44K Sell
1,118
-241
-18% -$9.21K 0.01% 805
2016
Q3 		$54K Buy
1,359
+211
+18% +$8.27K 0.01% 755
2016
Q2 		$48K Buy
1,148
+197
+21% +$7.56K 0.01% 746
2016
Q1 		$35K Buy
951
+102
+12% +$3.54K 0.01% 792
2015
Q4 		$30K Buy
+849
New +$30.9K 0.01% 838

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HCSG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 1,166 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in HCSG in Q4 2015 and held it in 14 quarters. The position peaked at $61K in Q4 2018. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,166 Healthcare Services Group shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in Healthcare Services Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Healthcare Services Group position peaked at $61K in Q4 2018.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.