Whitney & Co’s HealthEquity HQY Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-19	Closed	-$2K	–	255
2018 Q3	$2K	Buy	+19	New	+$1.64K	﹤0.01%	457

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitney & Co's HQY Position: Q4 2018 in Review

Whitney & Co sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 19 shares — an estimated $2K sold.

Whitney & Co first reported a position in HQY in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

Whitney & Co reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 19 HealthEquity shares in Q4 2018, an estimated $2K.
Whitney & Co first reported a position in HealthEquity in Q3 2018 and held it in 1 quarter.
Whitney & Co's HealthEquity position peaked at $2K in Q3 2018.
310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.