Zeke Capital Advisors’s HealthEquity HQY Stock Holding History

Zeke Capital Advisors’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 Q3	–	Sell	-2,739	Closed	-$206K	–	694
2018 Q2	$206K	Buy	+2,739	New	+$197K	0.02%	552

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Zeke Capital Advisors's HQY Position: Q3 2018 in Review

Zeke Capital Advisors sold out of HealthEquity (HQY) in Q3 2018, closing a stake of 2,739 shares — an estimated $206K sold.

Zeke Capital Advisors first reported a position in HQY in Q2 2018 and held it in 1 quarter. The position peaked at $206K in Q2 2018. 309 funds tracked by Wall St. Rank hold HQY as of Q3 2018.

Zeke Capital Advisors reported no remaining HealthEquity position as of Q3 2018 after selling out during the quarter.
Zeke Capital Advisors sold 2,739 HealthEquity shares in Q3 2018, an estimated $206K.
Zeke Capital Advisors first reported a position in HealthEquity in Q2 2018 and held it in 1 quarter.
Zeke Capital Advisors's HealthEquity position peaked at $206K in Q2 2018.
309 funds tracked by Wall St. Rank held HealthEquity as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.