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RFS
Rockefeller Financial Services’s
HCA Healthcare
HCA
Stock Holding History
Rockefeller 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
2017
Q4
$364K
Sell
4,140
-230
-5%
-$18.5K
0.01%
304
2017
Q3
$348K
Sell
4,370
-293
-6%
-$23.6K
0.01%
291
2017
Q2
$407K
Hold
4,663
–
–
0.01%
244
2017
Q1
$415K
Sell
4,663
-2,011
-30%
-$168K
0.01%
255
2016
Q4
$494K
Buy
6,674
+2,178
+48%
+$163K
0.01%
251
2016
Q3
$340K
Sell
4,496
-1,003
-18%
-$76.8K
0.01%
273
2016
Q2
$423K
Sell
5,499
-3,858
-41%
-$305K
0.01%
266
2016
Q1
$730K
Sell
9,357
-674
-7%
-$47.1K
0.01%
216
2015
Q4
$678K
Buy
10,031
+2,519
+34%
+$176K
0.01%
225
2015
Q3
$581K
Hold
7,512
–
–
0.01%
229
2015
Q2
$681K
Buy
7,512
+444
+6%
+$35.6K
0.01%
218
2015
Q1
$532K
Sell
7,068
-515
-7%
-$37K
0.01%
241
2014
Q4
$557K
Sell
7,583
-310
-4%
-$21.8K
0.01%
231
2014
Q3
$557K
Sell
7,893
-13,793
-64%
-$912K
0.01%
240
2014
Q2
$1.22M
Hold
21,686
–
–
0.03%
206
2014
Q1
$1.14M
Buy
21,686
+936
+5%
+$46.6K
0.02%
216
2013
Q4
$990K
Buy
20,750
+639
+3%
+$29.5K
0.02%
230
2013
Q3
$860K
Buy
20,111
+772
+4%
+$30.2K
0.02%
235
2013
Q2
$697K
Buy
+19,339
New
+$748K
0.02%
237
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1-Year Est. Return
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1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
MAM
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$7.71B AUM
11.08%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
GCM
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$3.69B AUM
20.52%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
LP
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$7.06B AUM
3.43%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
HCM
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Boston, Massachusetts
$68.3M AUM
21.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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