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FormulaFolio Investments’s DaVita DVA Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-14,336
Closed -$999K – 134
2015
Q4 		$999K Buy
+14,336
New +$1.05M 0.25% 32

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 $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FormulaFolio Investments's DVA Position: Q1 2016 in Review

FormulaFolio Investments sold out of DaVita (DVA) in Q1 2016, closing a stake of 14,336 shares — an estimated $999K sold.

FormulaFolio Investments first reported a position in DVA in Q4 2015 and held it in 1 quarter. The position peaked at $999K in Q4 2015. 475 funds tracked by Wall St. Rank hold DVA as of Q1 2016.

  • FormulaFolio Investments reported no remaining DaVita position as of Q1 2016 after selling out during the quarter.
  • FormulaFolio Investments sold 14,336 DaVita shares in Q1 2016, an estimated $999K.
  • FormulaFolio Investments first reported a position in DaVita in Q4 2015 and held it in 1 quarter.
  • FormulaFolio Investments's DaVita position peaked at $999K in Q4 2015.
  • 475 funds tracked by Wall St. Rank held DaVita as of Q1 2016.

Based on FormulaFolio Investments's 13F filing for Q1 2016, filed 9 May 2016.