Advisory Research’s DaVita DVA Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,000	Closed	-$69K	–	424
2014 Q1	$69K	Buy	+1,000	New	+$66.4K	﹤0.01%	556

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Advisory Research's DVA Position: Q2 2014 in Review

Advisory Research sold out of DaVita (DVA) in Q2 2014, closing a stake of 1,000 shares — an estimated $69K sold.

Advisory Research first reported a position in DVA in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2014.

Advisory Research reported no remaining DaVita position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,000 DaVita shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in DaVita in Q1 2014 and held it in 1 quarter.
Advisory Research's DaVita position peaked at $69K in Q1 2014.
471 funds tracked by Wall St. Rank held DaVita as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.