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Confluence Investment Management’s HCA Healthcare HCA Stock Holding History

Confluence Investment 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
2018
Q3 		– Sell
-2,755
Closed -$283K – 317
2018
Q2 		$283K Buy
+2,755
New +$279K 0.01% 281

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

Confluence Investment Management's HCA Position: Q3 2018 in Review

Confluence Investment Management sold out of HCA Healthcare (HCA) in Q3 2018, closing a stake of 2,755 shares — an estimated $283K sold.

Confluence Investment Management first reported a position in HCA in Q2 2018 and held it in 1 quarter. The position peaked at $283K in Q2 2018. 657 funds tracked by Wall St. Rank hold HCA as of Q3 2018.

  • Confluence Investment Management reported no remaining HCA Healthcare position as of Q3 2018 after selling out during the quarter.
  • Confluence Investment Management sold 2,755 HCA Healthcare shares in Q3 2018, an estimated $283K.
  • Confluence Investment Management first reported a position in HCA Healthcare in Q2 2018 and held it in 1 quarter.
  • Confluence Investment Management's HCA Healthcare position peaked at $283K in Q2 2018.
  • 657 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2018.

Based on Confluence Investment Management's 13F filing for Q3 2018, filed 25 Oct 2018.