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B. Riley Wealth Management’s DaVita DVA Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-228
Closed -$17K – 1037
2014
Q4 		$17K Hold
228
– – 0.01% 623
2014
Q3 		$16K Hold
228
– – 0.01% 662
2014
Q2 		$16K Hold
228
– – 0.01% 711
2014
Q1 		$16K Buy
+228
New +$15.1K 0.01% 667

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

B. Riley Wealth Management's DVA Position: Q1 2015 in Review

B. Riley Wealth Management sold out of DaVita (DVA) in Q1 2015, closing a stake of 228 shares — an estimated $17K sold.

B. Riley Wealth Management first reported a position in DVA in Q1 2014 and held it in 4 quarters. The position peaked at $17K in Q4 2014. 485 funds tracked by Wall St. Rank hold DVA as of Q1 2015.

  • B. Riley Wealth Management reported no remaining DaVita position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 228 DaVita shares in Q1 2015, an estimated $17K.
  • B. Riley Wealth Management first reported a position in DaVita in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's DaVita position peaked at $17K in Q4 2014.
  • 485 funds tracked by Wall St. Rank held DaVita as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.