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Avantax Planning Partners’s HCA Healthcare HCA Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-76
Closed -$7K – 739
2018
Q1 		$7K Buy
+76
New +$7.37K ﹤0.01% 1198

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avantax Planning Partners's HCA Position: Q2 2018 in Review

Avantax Planning Partners sold out of HCA Healthcare (HCA) in Q2 2018, closing a stake of 76 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in HCA in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 649 funds tracked by Wall St. Rank hold HCA as of Q2 2018.

  • Avantax Planning Partners reported no remaining HCA Healthcare position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 76 HCA Healthcare shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in HCA Healthcare in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's HCA Healthcare position peaked at $7K in Q1 2018.
  • 649 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.