AWA
HCA icon

Acorn Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Acorn Wealth Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$21K – 258
2018
Q2 		$21K Hold
200
– – 0.02% 383
2018
Q1 		$19K Hold
200
– – 0.02% 394
2017
Q4 		$17K Buy
+200
New +$16.1K 0.02% 399

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acorn Wealth Advisors's HCA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of HCA Healthcare (HCA) in Q3 2018, closing a stake of 200 shares — an estimated $21K sold.

Acorn Wealth Advisors first reported a position in HCA in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 657 funds tracked by Wall St. Rank hold HCA as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining HCA Healthcare position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 200 HCA Healthcare shares in Q3 2018, an estimated $21K.
  • Acorn Wealth Advisors first reported a position in HCA Healthcare in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's HCA Healthcare position peaked at $21K in Q2 2018.
  • 657 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.