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Mosaic Family Wealth’s HCA Healthcare HCA Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-45
Closed -$6K – 352
2019
Q1 		$6K Buy
+45
New +$6.04K ﹤0.01% 548
2017
Q4 		– Sell
-20
Closed -$2K – 772
2017
Q3 		$2K Buy
+20
New +$1.61K ﹤0.01% 832
2017
Q1 		– Sell
-300
Closed -$22K – 733
2016
Q4 		$22K Buy
300
+218
+266% +$16.3K 0.01% 419
2016
Q3 		$6K Buy
82
+5
+6% +$383 ﹤0.01% 556
2016
Q2 		$6K Buy
77
+10
+15% +$789 ﹤0.01% 581
2016
Q1 		$5K Sell
67
-5
-7% -$349 ﹤0.01% 596
2015
Q4 		$4K Buy
+72
New +$5.02K ﹤0.01% 607

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mosaic Family Wealth's HCA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of HCA Healthcare (HCA) in Q2 2019, closing a stake of 45 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in HCA in Q4 2015 and held it in 7 quarters. The position peaked at $22K in Q4 2016. 675 funds tracked by Wall St. Rank hold HCA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining HCA Healthcare position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 45 HCA Healthcare shares in Q2 2019, an estimated $6K.
  • Mosaic Family Wealth first reported a position in HCA Healthcare in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's HCA Healthcare position peaked at $22K in Q4 2016.
  • 675 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.