MWM
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MinichMacGregor Wealth Management’s HCA Healthcare HCA Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-12
Closed -$1K – 255
2018
Q3 		$1K Buy
12
+3
+33% +$373 ﹤0.01% 480
2018
Q2 		$0 Hold
9
– – ﹤0.01% 550
2018
Q1 		$0 Buy
+9
New +$873 ﹤0.01% 528
2016
Q3 		– Sell
-9
Closed -$689 – 466
2016
Q2 		$0 Hold
9
– – ﹤0.01% 452
2016
Q1 		$0 Buy
9
+2
+29% +$140 ﹤0.01% 451
2015
Q4 		$0 Buy
+7
New +$488 ﹤0.01% 384

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

MinichMacGregor Wealth Management's HCA Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of HCA Healthcare (HCA) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in HCA in Q4 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2018. 699 funds tracked by Wall St. Rank hold HCA as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining HCA Healthcare position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 12 HCA Healthcare shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in HCA Healthcare in Q4 2015 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's HCA Healthcare position peaked at $1K in Q3 2018.
  • 699 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.