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Invictus RG’s HCA Healthcare HCA Stock Holding History

Invictus RG’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
Q2 		– Sell
-3,662
Closed -$355K – 256
2018
Q1 		$355K Buy
+3,662
New +$355K 0.24% 106
2017
Q2 		– Sell
-1,682
Closed -$150K – 709
2017
Q1 		$150K Sell
1,682
-5,850
-78% -$488K 0.1% 383
2016
Q4 		$558K Buy
7,532
+5,353
+246% +$401K 0.37% 66
2016
Q3 		$165K Buy
2,179
+247
+13% +$18.9K 0.13% 304
2016
Q2 		$149K Sell
1,932
-224
-10% -$17.7K 0.16% 225
2016
Q1 		$168K Buy
2,156
+388
+22% +$27.1K 0.2% 178
2015
Q4 		$120K Buy
+1,768
New +$123K 0.11% 282

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invictus RG's HCA Position: Q2 2018 in Review

Invictus RG sold out of HCA Healthcare (HCA) in Q2 2018, closing a stake of 3,662 shares — an estimated $355K sold.

Invictus RG first reported a position in HCA in Q4 2015 and held it in 7 quarters. The position peaked at $558K in Q4 2016. 649 funds tracked by Wall St. Rank hold HCA as of Q2 2018.

  • Invictus RG reported no remaining HCA Healthcare position as of Q2 2018 after selling out during the quarter.
  • Invictus RG sold 3,662 HCA Healthcare shares in Q2 2018, an estimated $355K.
  • Invictus RG first reported a position in HCA Healthcare in Q4 2015 and held it in 7 quarters.
  • Invictus RG's HCA Healthcare position peaked at $558K in Q4 2016.
  • 649 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2018.

Based on Invictus RG's 13F filing for Q2 2018, filed 13 Aug 2018.