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Allegis Investment Advisors’s DaVita DVA Stock Holding History

Allegis Investment 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
2016
Q1 		– Sell
-572
Closed -$40K – 357
2015
Q4 		$40K Buy
+572
New +$41.9K 0.02% 379

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $9.01B AUM 30.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allegis Investment Advisors's DVA Position: Q1 2016 in Review

Allegis Investment Advisors sold out of DaVita (DVA) in Q1 2016, closing a stake of 572 shares — an estimated $40K sold.

Allegis Investment Advisors first reported a position in DVA in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 474 funds tracked by Wall St. Rank hold DVA as of Q1 2016.

  • Allegis Investment Advisors reported no remaining DaVita position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 572 DaVita shares in Q1 2016, an estimated $40K.
  • Allegis Investment Advisors first reported a position in DaVita in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's DaVita position peaked at $40K in Q4 2015.
  • 474 funds tracked by Wall St. Rank held DaVita as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.