WFG Advisors’s HCA Healthcare HCA Stock Holding History

WFG Advisors’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 Q2	$31K	Buy	350 +200	+133%	+$16.9K	0.01%	829
2017 Q1	$13K	Sell	150 -200	-57%	-$16.7K	﹤0.01%	1005
2016 Q4	$26K	Hold	350	–	–	0.01%	870
2016 Q3	$26K	Sell	350 -9	-3%	-$689	0.01%	878
2016 Q2	$28K	Hold	359	–	–	0.01%	840
2016 Q1	$28K	Buy	359 +4	+1%	+$279	0.01%	807
2015 Q4	$24K	Sell	355 -545	-61%	-$38K	0.01%	842
2015 Q3	$70K	Sell	900 -500	-36%	-$44.3K	0.02%	547
2015 Q2	$127K	Hold	1,400	–	–	0.04%	467
2015 Q1	$105K	Sell	1,400 -810	-37%	-$58.2K	0.03%	515
2014 Q4	$162K	Sell	2,210 -1,570	-42%	-$110K	0.03%	492
2014 Q3	$267K	Buy	3,780 +150	+4%	+$9.91K	0.05%	381
2014 Q2	$205K	Buy	3,630 +1,580	+77%	+$83.4K	0.04%	442
2014 Q1	$108K	Buy	+2,050	New	+$102K	0.02%	617
2013 Q4	–	Sell	-400	Closed	-$17K	–	2255
2013 Q3	$17K	Hold	400	–	–	﹤0.01%	1331
2013 Q2	$14K	Buy	+400	New	+$15.5K	﹤0.01%	1345

Other funds holding HCA

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's HCA Position: Q2 2017 in Review

WFG Advisors increased its HCA Healthcare (HCA) stake by 133% in Q2 2017, buying an estimated $16.9K and bringing the position to 350 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #829.

WFG Advisors first reported a position in HCA in Q2 2013 and has held it in 16 quarters since. The position peaked at $267K in Q3 2014. 570 funds tracked by Wall St. Rank hold HCA as of Q2 2017.

WFG Advisors held 350 shares of HCA Healthcare worth $31K as of Q2 2017.
WFG Advisors bought 200 HCA Healthcare shares in Q2 2017, an estimated $16.9K.
HCA Healthcare made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #829 holding.
WFG Advisors first reported a position in HCA Healthcare in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's HCA Healthcare position peaked at $267K in Q3 2014.
570 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.