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MSI Financial Services’s HCA Healthcare HCA Stock Holding History

MSI Financial Services’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
Q4 		$207K Sell
2,808
-1,100
-28% -$82.4K 0.01% 1071
2016
Q3 		$296K Sell
3,908
-321
-8% -$24.6K 0.01% 891
2016
Q2 		$326K Buy
4,229
+401
+10% +$31.7K 0.01% 814
2016
Q1 		$299K Sell
3,828
-248
-6% -$17.3K 0.01% 796
2015
Q4 		$276K Sell
4,076
-2,864
-41% -$200K 0.01% 790
2015
Q3 		$537K Buy
6,940
+2,858
+70% +$253K 0.04% 383
2015
Q2 		$370K Sell
4,082
-435
-10% -$34.9K 0.03% 524
2015
Q1 		$340K Buy
4,517
+1,151
+34% +$82.7K 0.02% 559
2014
Q4 		$247K Buy
3,366
+1,654
+97% +$116K 0.03% 525
2014
Q3 		$121K Buy
1,712
+988
+136% +$65.3K 0.01% 751
2014
Q2 		$41K Buy
724
+70
+11% +$3.69K 0.01% 1166
2014
Q1 		$34K Buy
654
+5
+0.8% +$249 ﹤0.01% 1217
2013
Q4 		$31K Buy
+649
New +$30K ﹤0.01% 1204
2013
Q3 		– Sell
-734
Closed -$26K – 2284
2013
Q2 		$26K Buy
+734
New +$28.4K 0.01% 1133

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSI Financial Services's HCA Position: Q4 2016 in Review

MSI Financial Services reduced its HCA Healthcare (HCA) stake by 28% in Q4 2016, selling an estimated $82.4K and leaving 2,808 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1071.

MSI Financial Services first reported a position in HCA in Q2 2013 and has held it in 14 quarters since. The position peaked at $537K in Q3 2015. 573 funds tracked by Wall St. Rank hold HCA as of Q4 2016.

  • MSI Financial Services held 2,808 shares of HCA Healthcare worth $207K as of Q4 2016.
  • MSI Financial Services sold 1,100 HCA Healthcare shares in Q4 2016, an estimated $82.4K.
  • HCA Healthcare made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1071 holding.
  • MSI Financial Services first reported a position in HCA Healthcare in Q2 2013 and has held it in 14 quarters since.
  • MSI Financial Services's HCA Healthcare position peaked at $537K in Q3 2015.
  • 573 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.