Deane Retirement Strategies’s DaVita DVA Stock Holding History

Deane Retirement Strategies’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 Q4	–	Sell	-18,306	Closed	-$1.09M	–	64
2017 Q3	$1.09M	Sell	18,306 -475	-3%	-$28.6K	1.05%	38
2017 Q2	$1.22M	Buy	+18,781	New	+$1.24M	0.97%	40

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

Norges Bank Oslo, Norway $1T AUM

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deane Retirement Strategies's DVA Position: Q4 2017 in Review

Deane Retirement Strategies sold out of DaVita (DVA) in Q4 2017, closing a stake of 18,306 shares — an estimated $1.09M sold.

Deane Retirement Strategies first reported a position in DVA in Q2 2017 and held it in 2 quarters. The position peaked at $1.22M in Q2 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Deane Retirement Strategies reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Deane Retirement Strategies sold 18,306 DaVita shares in Q4 2017, an estimated $1.09M.
Deane Retirement Strategies first reported a position in DaVita in Q2 2017 and held it in 2 quarters.
Deane Retirement Strategies's DaVita position peaked at $1.22M in Q2 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Deane Retirement Strategies's 13F filing for Q4 2017, filed 10 Jan 2018.