CT Financial Advisors’s DaVita DVA Stock Holding History

CT Financial 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 Q1	$18K	Hold	265	–	–	0.01%	379
2016 Q4	$17K	Hold	265	–	–	0.01%	370
2016 Q3	$17.5K	Hold	265	–	–	0.01%	371
2016 Q2	$20.5K	Hold	265	–	–	0.01%	345
2016 Q1	$19.4K	Hold	265	–	–	0.01%	376
2015 Q4	$18.5K	Hold	265	–	–	0.01%	392
2015 Q3	$19.2K	Hold	265	–	–	0.01%	379
2015 Q2	$21.1K	Hold	265	–	–	0.01%	385
2015 Q1	$21.5K	Sell	265 -265	-50%	-$20.3K	0.01%	383
2014 Q4	$40.1K	Buy	+530	New	+$39.9K	0.03%	260
2014 Q1	$21.5K	Buy	+265	New	+$17.6K	0.01%	383

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CT Financial Advisors's DVA Position: Q1 2017 in Review

CT Financial Advisors held its DaVita (DVA) position steady in Q1 2017 at 265 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #379.

CT Financial Advisors first reported a position in DVA in Q1 2014 and has held it in 11 quarters since. The position peaked at $40.1K in Q4 2014. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

CT Financial Advisors held 265 shares of DaVita worth $18K as of Q1 2017.
CT Financial Advisors left its DaVita share count unchanged in Q1 2017.
DaVita made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #379 holding.
CT Financial Advisors first reported a position in DaVita in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's DaVita position peaked at $40.1K in Q4 2014.
482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.