AIM
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Allen Investment Management’s DaVita DVA Stock Holding History

Allen Investment Management’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
Q3 		– Sell
-12,264
Closed -$948K – 206
2016
Q2 		$948K Sell
12,264
-32,249
-72% -$2.44M 0.07% 89
2016
Q1 		$3.27M Sell
44,513
-2,643
-6% -$178K 0.26% 50
2015
Q4 		$3.29M Sell
47,156
-92,853
-66% -$6.8M 0.28% 54
2015
Q3 		$10.1M Sell
140,009
-301,521
-68% -$23.4M 0.97% 28
2015
Q2 		$35.1M Sell
441,530
-17,901
-4% -$1.47M 3.33% 9
2015
Q1 		$37.3M Sell
459,431
-946
-0.2% -$72.6K 2.73% 8
2014
Q4 		$34.9M Buy
460,377
+74,001
+19% +$5.57M 2.63% 8
2014
Q3 		$28.3M Buy
386,376
+86,015
+29% +$6.3M 2.34% 12
2014
Q2 		$21.7M Buy
300,361
+234,592
+357% +$16.3M 2.27% 16
2014
Q1 		$4.53M Buy
65,769
+12,946
+25% +$860K 0.7% 40
2013
Q4 		$3.35M Buy
+52,823
New +$3.1M 0.71% 37

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BIT
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BFA
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TCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return