William Blair & Company
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William Blair & Company’s HealthStream HSTM Stock Holding History

William Blair & Company’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-71,050
Closed -$1.87M – 1428
2017
Q2 		$1.87M Buy
71,050
+1,795
+3% +$49.3K 0.01% 585
2017
Q1 		$1.7M Buy
69,255
+7,200
+12% +$168K 0.01% 579
2016
Q4 		$1.55M Sell
62,055
-8,505
-12% -$219K 0.01% 554
2016
Q3 		$1.95M Buy
70,560
+145
+0.2% +$3.75K 0.02% 503
2016
Q2 		$1.87M Sell
70,415
-1,765
-2% -$41.5K 0.02% 490
2016
Q1 		$1.59M Buy
72,180
+8,479
+13% +$175K 0.02% 502
2015
Q4 		$1.4M Sell
63,701
-3,270
-5% -$76.4K 0.01% 547
2015
Q3 		$1.46M Buy
66,971
+4,310
+7% +$115K 0.01% 629
2015
Q2 		$1.91M Buy
62,661
+2,885
+5% +$82.6K ﹤0.01% 1364
2015
Q1 		$1.51M Sell
59,776
-190,085
-76% -$5.18M ﹤0.01% 1416
2014
Q4 		$7.37M Sell
249,861
-5,210
-2% -$148K 0.01% 936
2014
Q3 		$6.12M Buy
255,071
+31,665
+14% +$798K 0.01% 975
2014
Q2 		$5.43M Sell
223,406
-835
-0.4% -$20.8K 0.01% 986
2014
Q1 		$5.99M Buy
224,241
+36,460
+19% +$1.08M 0.01% 941
2013
Q4 		$6.15M Sell
187,781
-4,430
-2% -$151K 0.01% 897
2013
Q3 		$7.28M Buy
192,211
+36,685
+24% +$1.2M 0.01% 821
2013
Q2 		$3.94M Buy
+155,526
New +$3.75M 0.01% 922

Other funds holding HSTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company's HSTM Position: Q3 2017 in Review

William Blair & Company sold out of HealthStream (HSTM) in Q3 2017, closing a stake of 71,050 shares — an estimated $1.87M sold.

William Blair & Company first reported a position in HSTM in Q2 2013 and held it in 17 quarters. The position peaked at $7.37M in Q4 2014. 132 funds tracked by Wall St. Rank hold HSTM as of Q3 2017.

  • William Blair & Company reported no remaining HealthStream position as of Q3 2017 after selling out during the quarter.
  • William Blair & Company sold 71,050 HealthStream shares in Q3 2017, an estimated $1.87M.
  • William Blair & Company first reported a position in HealthStream in Q2 2013 and held it in 17 quarters.
  • William Blair & Company's HealthStream position peaked at $7.37M in Q4 2014.
  • 132 funds tracked by Wall St. Rank held HealthStream as of Q3 2017.

Based on William Blair & Company's 13F filing for Q3 2017, filed 13 Nov 2017.