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Concert Wealth Management’s DaVita DVA Stock Holding History

Concert 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
2017
Q2 		– Sell
-31,562
Closed -$2.03M – 220
2017
Q1 		$2.03M Hold
31,562
– – 0.46% 46
2016
Q4 		$2.03M Sell
31,562
-15,853
-33% -$987K 0.45% 49
2016
Q3 		$3.13M Sell
47,415
-3,566
-7% -$251K 0.38% 48
2016
Q2 		$3.94M Sell
50,981
-3,277
-6% -$248K 0.53% 32
2016
Q1 		$3.98M Sell
54,258
-7,608
-12% -$514K 0.53% 36
2015
Q4 		$4.31M Buy
61,866
+149
+0.2% +$10.9K 0.58% 32
2015
Q3 		$4.46M Sell
61,717
-15,620
-20% -$1.21M 0.6% 29
2015
Q2 		$6.14M Sell
77,337
-63
-0.1% -$5.17K 0.79% 15
2015
Q1 		$1.29M Buy
77,400
+238
+0.3% +$18.3K 0.37% 62
2014
Q4 		$5.85M Buy
77,162
+9,857
+15% +$742K 0.89% 12
2014
Q3 		$4.92M Buy
67,305
+8,511
+14% +$623K 0.66% 9
2014
Q2 		$4.23M Sell
58,794
-8
-0% -$556 0.52% 10
2014
Q1 		$4.03M Sell
58,802
-16,978
-22% -$1.13M 0.5% 13
2013
Q4 		$4.8M Buy
75,780
+4,529
+6% +$266K 0.61% 10
2013
Q3 		$4.05M Sell
71,251
-405
-0.6% -$23.2K 0.57% 10
2013
Q2 		$4.33M Buy
+71,656
New +$4.47M 0.65% 10

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Concert Wealth Management's DVA Position: Q2 2017 in Review

Concert Wealth Management sold out of DaVita (DVA) in Q2 2017, closing a stake of 31,562 shares — an estimated $2.03M sold.

Concert Wealth Management first reported a position in DVA in Q2 2013 and held it in 16 quarters. The position peaked at $6.14M in Q2 2015. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

  • Concert Wealth Management reported no remaining DaVita position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 31,562 DaVita shares in Q2 2017, an estimated $2.03M.
  • Concert Wealth Management first reported a position in DaVita in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's DaVita position peaked at $6.14M in Q2 2015.
  • 477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.