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FolioMetrix’s HCA Healthcare HCA Stock Holding History

FolioMetrix’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
2015
Q2 		$1.07M Hold
15,600
– – 0.45% 41
2015
Q1 		$1.17M Buy
15,600
+3,300
+27% +$237K 0.59% 41
2014
Q4 		$841K Buy
+12,300
New +$864K 0.6% 43

Other funds holding HCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FolioMetrix's HCA Position: Q2 2015 in Review

FolioMetrix held its HCA Healthcare (HCA) position steady in Q2 2015 at 15,600 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #41.

FolioMetrix first reported a position in HCA in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2015. 657 funds tracked by Wall St. Rank hold HCA as of Q2 2015.

  • FolioMetrix held 15,600 shares of HCA Healthcare worth $1.07M as of Q2 2015.
  • FolioMetrix left its HCA Healthcare share count unchanged in Q2 2015.
  • HCA Healthcare made up 0.45% of FolioMetrix's portfolio in Q2 2015, its #41 holding.
  • FolioMetrix first reported a position in HCA Healthcare in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's HCA Healthcare position peaked at $1.17M in Q1 2015.
  • 657 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.