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Segment Wealth Management’s HCA Healthcare HCA Stock Holding History

Segment Wealth Management’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
Q1 		– Sell
-2,830
Closed -$209K – 186
2016
Q4 		$209K Sell
2,830
-120
-4% -$8.99K 0.08% 161
2016
Q3 		$223K Sell
2,950
-300
-9% -$23K 0.09% 142
2016
Q2 		$250K Hold
3,250
– – 0.1% 125
2016
Q1 		$254K Sell
3,250
-200
-6% -$14K 0.09% 125
2015
Q4 		$233K Sell
3,450
-270
-7% -$18.8K 0.09% 133
2015
Q3 		$288K Sell
3,720
-121
-3% -$10.7K 0.11% 125
2015
Q2 		$348K Hold
3,841
– – 0.12% 119
2015
Q1 		$289K Sell
3,841
-34
-0.9% -$2.44K 0.1% 140
2014
Q4 		$284K Buy
+3,875
New +$272K 0.11% 124

Other funds holding HCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Segment Wealth Management's HCA Position: Q1 2017 in Review

Segment Wealth Management sold out of HCA Healthcare (HCA) in Q1 2017, closing a stake of 2,830 shares — an estimated $209K sold.

Segment Wealth Management first reported a position in HCA in Q4 2014 and held it in 9 quarters. The position peaked at $348K in Q2 2015. 575 funds tracked by Wall St. Rank hold HCA as of Q1 2017.

  • Segment Wealth Management reported no remaining HCA Healthcare position as of Q1 2017 after selling out during the quarter.
  • Segment Wealth Management sold 2,830 HCA Healthcare shares in Q1 2017, an estimated $209K.
  • Segment Wealth Management first reported a position in HCA Healthcare in Q4 2014 and held it in 9 quarters.
  • Segment Wealth Management's HCA Healthcare position peaked at $348K in Q2 2015.
  • 575 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2017.

Based on Segment Wealth Management's 13F filing for Q1 2017, filed 8 May 2017.