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FT Options’s DaVita DVA Stock Holding History

FT Options’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
2017
Q3 		$564K Sell
9,500
-5,139
-35% -$309K 0.85% 40
2017
Q2 		$948K Buy
14,639
+12,939
+761% +$857K 1.63% 19
2017
Q1 		$116K Buy
+1,700
New +$113K 0.15% 111

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FT Options's DVA Position: Q3 2017 in Review

FT Options reduced its DaVita (DVA) stake by 35% in Q3 2017, selling an estimated $309K and leaving 9,500 shares worth $564K. The position accounts for 0.85% of the portfolio, ranked #40.

FT Options first reported a position in DVA in Q1 2017 and has held it in 3 quarters since. The position peaked at $948K in Q2 2017. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • FT Options held 9,500 shares of DaVita worth $564K as of Q3 2017.
  • FT Options sold 5,139 DaVita shares in Q3 2017, an estimated $309K.
  • DaVita made up 0.85% of FT Options's portfolio in Q3 2017, its #40 holding.
  • FT Options first reported a position in DaVita in Q1 2017 and has held it in 3 quarters since.
  • FT Options's DaVita position peaked at $948K in Q2 2017.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on FT Options's 13F filing for Q3 2017, filed 13 Nov 2017.