Capstone Asset Management’s HCA Healthcare HCA Stock Holding History

Capstone Asset Management’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
2017 Q2	$586K	Sell	6,723 -360	-5%	-$30.5K	0.02%	818
2017 Q1	$630K	Buy	7,083 +80	+1%	+$6.67K	0.02%	788
2016 Q4	$518K	Buy	7,003 +20	+0.3%	+$1.5K	0.01%	905
2016 Q3	$528K	Buy	6,983 +810	+13%	+$62K	0.02%	924
2016 Q2	$475K	Buy	6,173 +170	+3%	+$13.4K	0.01%	956
2016 Q1	$469K	Buy	6,003 +530	+10%	+$37K	0.01%	961
2015 Q4	$370K	Buy	5,473 +90	+2%	+$6.28K	0.01%	1120
2015 Q3	$416K	Buy	5,383 +80	+2%	+$7.08K	0.01%	1033
2015 Q2	$481K	Buy	5,303 +180	+4%	+$14.4K	0.01%	992
2015 Q1	$385K	Buy	+5,123	New	+$368K	0.01%	1253
2014 Q2	–	Sell	-6,608	Closed	-$347K	–	1677
2014 Q1	$347K	Sell	6,608 -6,860	-51%	-$341K	0.01%	1329
2013 Q4	$643K	Sell	13,468 -13,437	-50%	-$621K	0.02%	917
2013 Q3	$1.15M	Buy	26,905 +8,320	+45%	+$325K	0.03%	681
2013 Q2	$670K	Buy	+18,585	New	+$719K	0.02%	984

Other funds holding HCA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Asset Management's HCA Position: Q2 2017 in Review

Capstone Asset Management reduced its HCA Healthcare (HCA) stake by 5.1% in Q2 2017, selling an estimated $30.5K and leaving 6,723 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #818.

Capstone Asset Management first reported a position in HCA in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2013. 570 funds tracked by Wall St. Rank hold HCA as of Q2 2017.

Capstone Asset Management held 6,723 shares of HCA Healthcare worth $586K as of Q2 2017.
Capstone Asset Management sold 360 HCA Healthcare shares in Q2 2017, an estimated $30.5K.
HCA Healthcare made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #818 holding.
Capstone Asset Management first reported a position in HCA Healthcare in Q2 2013 and has held it in 14 quarters since.
Capstone Asset Management's HCA Healthcare position peaked at $1.15M in Q3 2013.
570 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.