Arete Wealth Advisors’s DaVita DVA Stock Holding History

Arete Wealth 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
2017 Q4	–	Sell	-4,700	Closed	-$279K	–	316
2017 Q3	$279K	Sell	4,700 -56	-1%	-$3.37K	0.11%	207
2017 Q2	$308K	Buy	+4,756	New	+$315K	0.14%	184

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Arete Wealth Advisors's DVA Position: Q4 2017 in Review

Arete Wealth Advisors sold out of DaVita (DVA) in Q4 2017, closing a stake of 4,700 shares — an estimated $279K sold.

Arete Wealth Advisors first reported a position in DVA in Q2 2017 and held it in 2 quarters. The position peaked at $308K in Q2 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Arete Wealth Advisors reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Arete Wealth Advisors sold 4,700 DaVita shares in Q4 2017, an estimated $279K.
Arete Wealth Advisors first reported a position in DaVita in Q2 2017 and held it in 2 quarters.
Arete Wealth Advisors's DaVita position peaked at $308K in Q2 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Arete Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.