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Beacon Financial Group’s HCA Healthcare HCA Stock Holding History

Beacon Financial Group’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
2016
Q3 		– Sell
-7,610
Closed -$586K – 186
2016
Q2 		$586K Buy
7,610
+953
+14% +$75.2K 0.13% 105
2016
Q1 		$455K Hold
6,657
– – 0.1% 125
2015
Q4 		$455K Buy
6,657
+385
+6% +$26.9K 0.1% 121
2015
Q3 		$465K Sell
6,272
-141
-2% -$12.5K 0.11% 112
2015
Q2 		$581K Buy
6,413
+2,934
+84% +$235K 0.13% 98
2015
Q1 		$265K Buy
+3,479
New +$250K 0.06% 153

Other funds holding HCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Beacon Financial Group's HCA Position: Q3 2016 in Review

Beacon Financial Group sold out of HCA Healthcare (HCA) in Q3 2016, closing a stake of 7,610 shares — an estimated $586K sold.

Beacon Financial Group first reported a position in HCA in Q1 2015 and held it in 6 quarters. The position peaked at $586K in Q2 2016. 586 funds tracked by Wall St. Rank hold HCA as of Q3 2016.

  • Beacon Financial Group reported no remaining HCA Healthcare position as of Q3 2016 after selling out during the quarter.
  • Beacon Financial Group sold 7,610 HCA Healthcare shares in Q3 2016, an estimated $586K.
  • Beacon Financial Group first reported a position in HCA Healthcare in Q1 2015 and held it in 6 quarters.
  • Beacon Financial Group's HCA Healthcare position peaked at $586K in Q2 2016.
  • 586 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2016.

Based on Beacon Financial Group's 13F filing for Q3 2016, filed 3 Oct 2016.