Monroe Bank & Trust’s HCA Healthcare HCA Stock Holding History

Monroe Bank & Trust’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 Q2	–	Sell	-160	Closed	-$14K	–	275
2017 Q1	$14K	Hold	160	–	–	﹤0.01%	218
2016 Q4	$12K	Buy	+160	New	+$12K	﹤0.01%	241
2016 Q2	–	Sell	-160	Closed	-$12K	–	200
2016 Q1	$12K	Hold	160	–	–	﹤0.01%	264
2015 Q4	$11K	Hold	160	–	–	﹤0.01%	262
2015 Q3	$12K	Buy	+160	New	+$14.2K	﹤0.01%	253

Other funds holding HCA

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Monroe Bank & Trust's HCA Position: Q2 2017 in Review

Monroe Bank & Trust sold out of HCA Healthcare (HCA) in Q2 2017, closing a stake of 160 shares — an estimated $14K sold.

Monroe Bank & Trust first reported a position in HCA in Q3 2015 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 570 funds tracked by Wall St. Rank hold HCA as of Q2 2017.

Monroe Bank & Trust reported no remaining HCA Healthcare position as of Q2 2017 after selling out during the quarter.
Monroe Bank & Trust sold 160 HCA Healthcare shares in Q2 2017, an estimated $14K.
Monroe Bank & Trust first reported a position in HCA Healthcare in Q3 2015 and held it in 5 quarters.
Monroe Bank & Trust's HCA Healthcare position peaked at $14K in Q1 2017.
570 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2017.

Based on Monroe Bank & Trust's 13F filing for Q2 2017, filed 8 Aug 2017.