EFS
DVA icon

Essex Financial Services’s DaVita DVA Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-3,072
Closed -$203K – 325
2016
Q3 		$203K Sell
3,072
-265
-8% -$18.7K 0.05% 289
2016
Q2 		$258K Sell
3,337
-140
-4% -$10.6K 0.06% 257
2016
Q1 		$255K Sell
3,477
-72
-2% -$4.86K 0.06% 256
2015
Q4 		$247K Sell
3,549
-100
-3% -$7.33K 0.06% 259
2015
Q3 		$264K Sell
3,649
-113
-3% -$8.76K 0.07% 250
2015
Q2 		$299K Sell
3,762
-105
-3% -$8.62K 0.08% 235
2015
Q1 		$314K Sell
3,867
-5
-0.1% -$384 0.08% 232
2014
Q4 		$294K Sell
3,872
-850
-18% -$64K 0.08% 239
2014
Q3 		$345K Buy
4,722
+270
+6% +$19.8K 0.1% 205
2014
Q2 		$322K Buy
4,452
+780
+21% +$54.2K 0.1% 218
2014
Q1 		$253K Sell
3,672
-500
-12% -$33.2K 0.08% 238
2013
Q4 		$264K Buy
4,172
+30
+0.7% +$1.76K 0.09% 222
2013
Q3 		$236 Sell
4,142
-104
-2% -$5.96K 0.07% 223
2013
Q2 		$256K Buy
+4,246
New +$265K 0.09% 211

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return