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Lucus Advisors’s HCA Healthcare HCA Stock Holding History

Lucus Advisors’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
2016
Q3 		– Sell
-4,450
Closed -$343K – 255
2016
Q2 		$343K Buy
4,450
+1,407
+46% +$111K 0.28% 213
2016
Q1 		$238K Sell
3,043
-3,219
-51% -$225K 0.14% 258
2015
Q4 		$423K Buy
6,262
+800
+15% +$55.8K 0.26% 139
2015
Q3 		$423K Sell
5,462
-701
-11% -$62.1K 0.24% 232
2015
Q2 		$559K Buy
+6,163
New +$494K 0.27% 9
2015
Q1 		– Sell
-6,610
Closed -$485K – 340
2014
Q4 		$485K Buy
+6,610
New +$465K 0.22% 95

Other funds holding HCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Lucus Advisors's HCA Position: Q3 2016 in Review

Lucus Advisors sold out of HCA Healthcare (HCA) in Q3 2016, closing a stake of 4,450 shares — an estimated $343K sold.

Lucus Advisors first reported a position in HCA in Q4 2014 and held it in 6 quarters. The position peaked at $559K in Q2 2015. 586 funds tracked by Wall St. Rank hold HCA as of Q3 2016.

  • Lucus Advisors reported no remaining HCA Healthcare position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 4,450 HCA Healthcare shares in Q3 2016, an estimated $343K.
  • Lucus Advisors first reported a position in HCA Healthcare in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's HCA Healthcare position peaked at $559K in Q2 2015.
  • 586 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.