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Carlton Hofferkamp & Jenks Wealth Management’s HCA Healthcare HCA Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2014
Q1 		– Sell
-22,287
Closed -$1.06M – 46
2013
Q4 		$1.06M Buy
22,287
+1,637
+8% +$75.7K 1.5% 24
2013
Q3 		$882K Buy
20,650
+1,100
+6% +$43K 1.41% 23
2013
Q2 		$704K Buy
+19,550
New +$756K 1.13% 27

Other funds holding HCA

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's HCA Position: Q1 2014 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of HCA Healthcare (HCA) in Q1 2014, closing a stake of 22,287 shares — an estimated $1.06M sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in HCA in Q2 2013 and held it in 3 quarters. The position peaked at $1.06M in Q4 2013. 409 funds tracked by Wall St. Rank hold HCA as of Q1 2014.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining HCA Healthcare position as of Q1 2014 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 22,287 HCA Healthcare shares in Q1 2014, an estimated $1.06M.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in HCA Healthcare in Q2 2013 and held it in 3 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's HCA Healthcare position peaked at $1.06M in Q4 2013.
  • 409 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2014.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2014, filed 9 May 2014.