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Boston Private Bank & Trust’s DaVita DVA Stock Holding History

Boston Private Bank & Trust’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
Q2 		– Sell
-250
Closed -$17K – 997
2014
Q1 		$17K Sell
250
-76
-23% -$5.05K ﹤0.01% 770
2013
Q4 		$21K Buy
326
+76
+30% +$4.46K ﹤0.01% 729
2013
Q3 		$14K Hold
250
– – ﹤0.01% 766
2013
Q2 		$15K Buy
+250
New +$15.6K ﹤0.01% 711

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $10.4B AUM 25.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Private Bank & Trust's DVA Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of DaVita (DVA) in Q2 2014, closing a stake of 250 shares — an estimated $17K sold.

Boston Private Bank & Trust first reported a position in DVA in Q2 2013 and held it in 4 quarters. The position peaked at $21K in Q4 2013. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining DaVita position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 250 DaVita shares in Q2 2014, an estimated $17K.
  • Boston Private Bank & Trust first reported a position in DaVita in Q2 2013 and held it in 4 quarters.
  • Boston Private Bank & Trust's DaVita position peaked at $21K in Q4 2013.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.