Financial Gravity Companies’s DaVita DVA Stock Holding History

Financial Gravity Companies’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
2018 Q1	$45K	Buy	703 +230	+49%	+$16.9K	0.05%	338
2017 Q4	$37K	Buy	+473	New	+$29.1K	0.04%	364

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

MNG

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's DVA Position: Q1 2018 in Review

Financial Gravity Companies increased its DaVita (DVA) stake by 49% in Q1 2018, buying an estimated $16.9K and bringing the position to 703 shares worth $45K. The position accounts for 0.05% of the portfolio, ranked #338.

Financial Gravity Companies first reported a position in DVA in Q4 2017 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold DVA as of Q1 2018.

Financial Gravity Companies held 703 shares of DaVita worth $45K as of Q1 2018.
Financial Gravity Companies bought 230 DaVita shares in Q1 2018, an estimated $16.9K.
DaVita made up 0.05% of Financial Gravity Companies's portfolio in Q1 2018, its #338 holding.
Financial Gravity Companies first reported a position in DaVita in Q4 2017 and has held it in 2 quarters since.
497 funds tracked by Wall St. Rank held DaVita as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.