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FCMC
Founders Capital Management (Connecticut)’s
DaVita
DVA
Stock Holding History
Founders Capital Management (Connecticut)’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
–
Sell
-92,971
Closed
-$6.72M
–
52
2017
Q4
$6.72M
Sell
92,971
-2,968
-3%
-$183K
2.97%
16
2017
Q3
$5.7M
Buy
95,939
+2,115
+2%
+$127K
2.71%
18
2017
Q2
$6.08M
Buy
93,824
+520
+0.6%
+$34.4K
3.03%
16
2017
Q1
$6.34M
Buy
93,304
+1,770
+2%
+$117K
3.24%
14
2016
Q4
$5.88M
Sell
91,534
-198
-0.2%
-$12.3K
3.18%
15
2016
Q3
$6.06M
Buy
91,732
+9,348
+11%
+$658K
3.39%
13
2016
Q2
$6.37M
Buy
82,384
+510
+0.6%
+$38.5K
3.58%
10
2016
Q1
$6.01M
Buy
81,874
+1,165
+1%
+$78.7K
3.5%
11
2015
Q4
$5.63M
Buy
80,709
+2,625
+3%
+$192K
3.39%
13
2015
Q3
$5.65M
Sell
78,084
-180
-0.2%
-$14K
3.64%
8
2015
Q2
$6.22M
Hold
78,264
–
–
3.73%
9
2015
Q1
$6.36M
Buy
78,264
+2,535
+3%
+$195K
3.8%
9
2014
Q4
$5.74M
Buy
75,729
+1,435
+2%
+$108K
3.51%
11
2014
Q3
$5.43M
Buy
74,294
+620
+0.8%
+$45.4K
3.48%
11
2014
Q2
$5.33M
Buy
73,674
+11,074
+18%
+$770K
3.53%
11
2014
Q1
$4.31M
Buy
+62,600
New
+$4.16M
3.45%
13
Other funds holding DVA
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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
$5.7T 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
O
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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