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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

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Rockefeller Financial Services's HCA Position: Q4 2017 in Review

Rockefeller Financial Services reduced its HCA Healthcare (HCA) stake by 5.3% in Q4 2017, selling an estimated $18.5K and leaving 4,140 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #304.

Rockefeller Financial Services first reported a position in HCA in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.22M in Q2 2014. 564 funds tracked by Wall St. Rank hold HCA as of Q4 2017.

  • Rockefeller Financial Services held 4,140 shares of HCA Healthcare worth $364K as of Q4 2017.
  • Rockefeller Financial Services sold 230 HCA Healthcare shares in Q4 2017, an estimated $18.5K.
  • HCA Healthcare made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #304 holding.
  • Rockefeller Financial Services first reported a position in HCA Healthcare in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's HCA Healthcare position peaked at $1.22M in Q2 2014.
  • 564 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.