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LBA Wealth Management’s HCA Healthcare HCA Stock Holding History

LBA 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
2017
Q1 		$15K Hold
170
– – 0.01% 292
2016
Q4 		$13K Hold
170
– – 0.01% 299
2016
Q3 		$13K Hold
170
– – 0.01% 302
2016
Q2 		$13K Hold
170
– – 0.01% 289
2016
Q1 		$13K Sell
170
-170
-50% -$11.9K 0.01% 281
2015
Q4 		$23K Hold
340
– – 0.01% 251
2015
Q3 		$26K Buy
+340
New +$30.1K 0.02% 213

Other funds holding HCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA Wealth Management's HCA Position: Q1 2017 in Review

LBA Wealth Management held its HCA Healthcare (HCA) position steady in Q1 2017 at 170 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #292.

LBA Wealth Management first reported a position in HCA in Q3 2015 and has held it in 7 quarters since. The position peaked at $26K in Q3 2015. 575 funds tracked by Wall St. Rank hold HCA as of Q1 2017.

  • LBA Wealth Management held 170 shares of HCA Healthcare worth $15K as of Q1 2017.
  • LBA Wealth Management left its HCA Healthcare share count unchanged in Q1 2017.
  • HCA Healthcare made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #292 holding.
  • LBA Wealth Management first reported a position in HCA Healthcare in Q3 2015 and has held it in 7 quarters since.
  • LBA Wealth Management's HCA Healthcare position peaked at $26K in Q3 2015.
  • 575 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.