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Founders Capital Management (Texas)’s DaVita DVA Stock Holding History

Founders Capital Management (Texas)’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
Q2 		– Sell
-200
Closed -$13K – 324
2018
Q1 		$13K Hold
200
– – 0.01% 256
2017
Q4 		$14K Hold
200
– – 0.01% 244
2017
Q3 		$12K Hold
200
– – 0.01% 259
2017
Q2 		$13K Hold
200
– – 0.01% 254
2017
Q1 		$14K Buy
+200
New +$13.2K 0.01% 247

Other funds holding DVA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Founders Capital Management (Texas)'s DVA Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of DaVita (DVA) in Q2 2018, closing a stake of 200 shares — an estimated $13K sold.

Founders Capital Management (Texas) first reported a position in DVA in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q4 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

  • Founders Capital Management (Texas) reported no remaining DaVita position as of Q2 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 200 DaVita shares in Q2 2018, an estimated $13K.
  • Founders Capital Management (Texas) first reported a position in DaVita in Q1 2017 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s DaVita position peaked at $14K in Q4 2017.
  • 479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.