Winslow Evans & Crocker’s HealthEquity HQY Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-18	Closed	-$2K	–	1237
2019 Q1	$2K	Buy	+18	New	+$1.26K	﹤0.01%	1170

Other funds holding HQY

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Winslow Evans & Crocker's HQY Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in HQY in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

Winslow Evans & Crocker reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 18 HealthEquity shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in HealthEquity in Q1 2019 and held it in 1 quarter.
Winslow Evans & Crocker's HealthEquity position peaked at $2K in Q1 2019.
325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.