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1st Global Advisors’s DaVita DVA Stock Holding History

1st Global Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,226
Closed -$582K – 409
2013
Q3 		$582K Buy
10,226
+1,486
+17% +$85.1K 0.12% 125
2013
Q2 		$528K Buy
+8,740
New +$546K 0.12% 118

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1st Global Advisors's DVA Position: Q4 2013 in Review

1st Global Advisors sold out of DaVita (DVA) in Q4 2013, closing a stake of 10,226 shares — an estimated $582K sold.

1st Global Advisors first reported a position in DVA in Q2 2013 and held it in 2 quarters. The position peaked at $582K in Q3 2013. 456 funds tracked by Wall St. Rank hold DVA as of Q4 2013.

  • 1st Global Advisors reported no remaining DaVita position as of Q4 2013 after selling out during the quarter.
  • 1st Global Advisors sold 10,226 DaVita shares in Q4 2013, an estimated $582K.
  • 1st Global Advisors first reported a position in DaVita in Q2 2013 and held it in 2 quarters.
  • 1st Global Advisors's DaVita position peaked at $582K in Q3 2013.
  • 456 funds tracked by Wall St. Rank held DaVita as of Q4 2013.

Based on 1st Global Advisors's 13F filing for Q4 2013, filed 14 Jan 2014.