FineMark National Bank & Trust’s DaVita DVA Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-36	Closed	-$3K	–	1393
2016 Q1	$3K	Hold	36	–	–	﹤0.01%	1088
2015 Q4	$3K	Hold	36	–	–	﹤0.01%	1102
2015 Q3	$3K	Sell	36 -200	-85%	-$15.5K	﹤0.01%	1167
2015 Q2	$19K	Hold	236	–	–	﹤0.01%	899
2015 Q1	$19K	Buy	+236	New	+$18.1K	﹤0.01%	889
2013 Q4	–	Sell	-200	Closed	-$11K	–	1576
2013 Q3	$11K	Buy	+200	New	+$11.5K	﹤0.01%	952

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FineMark National Bank & Trust's DVA Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of DaVita (DVA) in Q2 2016, closing a stake of 36 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in DVA in Q3 2013 and held it in 6 quarters. The position peaked at $19K in Q2 2015. 501 funds tracked by Wall St. Rank hold DVA as of Q2 2016.

FineMark National Bank & Trust reported no remaining DaVita position as of Q2 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 36 DaVita shares in Q2 2016, an estimated $3K.
FineMark National Bank & Trust first reported a position in DaVita in Q3 2013 and held it in 6 quarters.
FineMark National Bank & Trust's DaVita position peaked at $19K in Q2 2015.
501 funds tracked by Wall St. Rank held DaVita as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.