WRM
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Westport Resources Management’s HealthEquity HQY Stock Holding History

Westport Resources Management’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
2015
Q2 		– Sell
-100
Closed -$2K – 960
2015
Q1 		$2K Hold
100
– – ﹤0.01% 953
2014
Q4 		$3K Hold
100
– – ﹤0.01% 961
2014
Q3 		$2K Buy
+100
New +$1.92K ﹤0.01% 973

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
NPGCU
Napier Park Global Capital (US) New York $35M AUM 3.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Westport Resources Management's HQY Position: Q2 2015 in Review

Westport Resources Management sold out of HealthEquity (HQY) in Q2 2015, closing a stake of 100 shares — an estimated $2K sold.

Westport Resources Management first reported a position in HQY in Q3 2014 and held it in 3 quarters. The position peaked at $3K in Q4 2014. 116 funds tracked by Wall St. Rank hold HQY as of Q2 2015.

  • Westport Resources Management reported no remaining HealthEquity position as of Q2 2015 after selling out during the quarter.
  • Westport Resources Management sold 100 HealthEquity shares in Q2 2015, an estimated $2K.
  • Westport Resources Management first reported a position in HealthEquity in Q3 2014 and held it in 3 quarters.
  • Westport Resources Management's HealthEquity position peaked at $3K in Q4 2014.
  • 116 funds tracked by Wall St. Rank held HealthEquity as of Q2 2015.

Based on Westport Resources Management's 13F filing for Q2 2015, filed 4 Aug 2015.