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WFG Advisors’s Healthcare Services Group HCSG Stock Holding History

WFG 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
2015
Q2 		– Sell
-44
Closed -$1K – 1722
2015
Q1 		$1K Hold
44
– – ﹤0.01% 1631
2014
Q4 		$1K Hold
44
– – ﹤0.01% 1958
2014
Q3 		$1K Sell
44
-799
-95% -$22.2K ﹤0.01% 1975
2014
Q2 		$25K Buy
843
+302
+56% +$8.91K ﹤0.01% 1181
2014
Q1 		$16K Sell
541
-16,880
-97% -$463K ﹤0.01% 1328
2013
Q4 		$494K Buy
17,421
+11,848
+213% +$325K 0.07% 314
2013
Q3 		$144K Buy
+5,573
New +$140K 0.02% 584

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's HCSG Position: Q2 2015 in Review

WFG Advisors sold out of Healthcare Services Group (HCSG) in Q2 2015, closing a stake of 44 shares — an estimated $1K sold.

WFG Advisors first reported a position in HCSG in Q3 2013 and held it in 7 quarters. The position peaked at $494K in Q4 2013. 209 funds tracked by Wall St. Rank hold HCSG as of Q2 2015.

  • WFG Advisors reported no remaining Healthcare Services Group position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 44 Healthcare Services Group shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in Healthcare Services Group in Q3 2013 and held it in 7 quarters.
  • WFG Advisors's Healthcare Services Group position peaked at $494K in Q4 2013.
  • 209 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.