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Lake Point Wealth Management’s HCA Healthcare HCA Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-5
Closed -$1K – 750
2018
Q4 		$1K Buy
+5
New +$671 ﹤0.01% 758

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lake Point Wealth Management's HCA Position: Q1 2019 in Review

Lake Point Wealth Management sold out of HCA Healthcare (HCA) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in HCA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 701 funds tracked by Wall St. Rank hold HCA as of Q1 2019.

  • Lake Point Wealth Management reported no remaining HCA Healthcare position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 5 HCA Healthcare shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in HCA Healthcare in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's HCA Healthcare position peaked at $1K in Q4 2018.
  • 701 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.