Bridges Investment Counsel’s DaVita DVA Stock Holding History

Bridges Investment Counsel’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 Q1	–	Sell	-5,700	Closed	-$366K	–	128
2016 Q4	$366K	Sell	5,700 -13,730	-71%	-$855K	0.09%	121
2016 Q3	$1.28M	Hold	19,430	–	–	0.27%	81
2016 Q2	$1.5M	Sell	19,430 -1,040	-5%	-$78.6K	0.33%	74
2016 Q1	$1.5M	Sell	20,470 -7,200	-26%	-$486K	0.32%	71
2015 Q4	$2.2M	Hold	27,670	–	–	0.38%	60
2015 Q3	$2.2M	Buy	27,670 +6,375	+30%	+$494K	0.38%	60
2015 Q2	$1.69M	Hold	21,295	–	–	0.4%	72
2015 Q1	$1.73M	Sell	21,295 -420	-2%	-$32.2K	0.4%	69
2014 Q4	$1.64M	Sell	21,715 -250	-1%	-$18.8K	0.38%	71
2014 Q3	$1.61M	Sell	21,965 -353	-2%	-$25.8K	0.37%	72
2014 Q2	$1.61M	Sell	22,318 -1,720	-7%	-$120K	0.37%	71
2014 Q1	$1.66M	Sell	24,038 -957	-4%	-$63.6K	0.39%	69
2013 Q4	$1.58M	Sell	24,995 -255	-1%	-$15K	0.36%	69
2013 Q3	$1.44M	Buy	25,250 +1,630	+7%	+$93.4K	0.36%	75
2013 Q2	$1.43M	Buy	+23,620	New	+$1.47M	0.37%	75

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 $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bridges Investment Counsel's DVA Position: Q1 2017 in Review

Bridges Investment Counsel sold out of DaVita (DVA) in Q1 2017, closing a stake of 5,700 shares — an estimated $366K sold.

Bridges Investment Counsel first reported a position in DVA in Q2 2013 and held it in 15 quarters. The position peaked at $2.2M in Q4 2015. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

Bridges Investment Counsel reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
Bridges Investment Counsel sold 5,700 DaVita shares in Q1 2017, an estimated $366K.
Bridges Investment Counsel first reported a position in DaVita in Q2 2013 and held it in 15 quarters.
Bridges Investment Counsel's DaVita position peaked at $2.2M in Q4 2015.
482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Bridges Investment Counsel's 13F filing for Q1 2017, filed 5 Apr 2017.