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Archford Capital Strategies’s DaVita DVA Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-24
Closed -$1.74K – 740
2014
Q2 		$1.74K Hold
24
– – ﹤0.01% 710
2014
Q1 		$1.65K Buy
+24
New +$1.59K ﹤0.01% 671

Other funds holding DVA

Berkshire Hathaway
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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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Archford Capital Strategies's DVA Position: Q3 2014 in Review

Archford Capital Strategies sold out of DaVita (DVA) in Q3 2014, closing a stake of 24 shares — an estimated $1.74K sold.

Archford Capital Strategies first reported a position in DVA in Q1 2014 and held it in 2 quarters. The position peaked at $1.74K in Q2 2014. 473 funds tracked by Wall St. Rank hold DVA as of Q3 2014.

  • Archford Capital Strategies reported no remaining DaVita position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 24 DaVita shares in Q3 2014, an estimated $1.74K.
  • Archford Capital Strategies first reported a position in DaVita in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's DaVita position peaked at $1.74K in Q2 2014.
  • 473 funds tracked by Wall St. Rank held DaVita as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.