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Dana Investment Advisors’s DaVita DVA Stock Holding History

Dana Investment 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
2016
Q3 		– Sell
-11,456
Closed -$886K – 278
2016
Q2 		$886K Buy
11,456
+473
+4% +$35.7K 0.04% 209
2016
Q1 		$806K Buy
10,983
+6,426
+141% +$434K 0.04% 207
2015
Q4 		$4.56M Sell
4,557
-60,632
-93% -$4.44M 0.22% 105
2015
Q3 		$4.71M Buy
65,189
+2,268
+4% +$176K 0.22% 102
2015
Q2 		$5M Buy
62,921
+2,641
+4% +$217K 0.23% 99
2015
Q1 		$4.9M Sell
60,280
-121,506
-67% -$9.32M 0.24% 99
2014
Q4 		$13.8M Buy
181,786
+129,444
+247% +$9.75M 0.56% 63
2014
Q3 		$3.83M Buy
52,342
+11,848
+29% +$867K 0.22% 96
2014
Q2 		$2.93M Buy
40,494
+5,324
+15% +$370K 0.17% 107
2014
Q1 		$2.42M Sell
35,170
-8,051
-19% -$535K 0.15% 114
2013
Q4 		$2.74M Buy
43,221
+13,425
+45% +$788K 0.18% 105
2013
Q3 		$1.7M Sell
29,796
-16,360
-35% -$937K 0.12% 120
2013
Q2 		$2.79M Buy
+46,156
New +$2.88M 0.21% 99

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 $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dana Investment Advisors's DVA Position: Q3 2016 in Review

Dana Investment Advisors sold out of DaVita (DVA) in Q3 2016, closing a stake of 11,456 shares — an estimated $886K sold.

Dana Investment Advisors first reported a position in DVA in Q2 2013 and held it in 13 quarters. The position peaked at $13.8M in Q4 2014. 482 funds tracked by Wall St. Rank hold DVA as of Q3 2016.

  • Dana Investment Advisors reported no remaining DaVita position as of Q3 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 11,456 DaVita shares in Q3 2016, an estimated $886K.
  • Dana Investment Advisors first reported a position in DaVita in Q2 2013 and held it in 13 quarters.
  • Dana Investment Advisors's DaVita position peaked at $13.8M in Q4 2014.
  • 482 funds tracked by Wall St. Rank held DaVita as of Q3 2016.

Based on Dana Investment Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.