Gideon Capital Advisors’s DaVita DVA Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-4,723	Closed	-$304K	–	424
2016 Q4	$304K	Buy	+4,723	New	+$294K	0.19%	244
2015 Q3	–	Sell	-3,107	Closed	-$247K	–	245
2015 Q2	$247K	Buy	+3,107	New	+$255K	0.1%	212

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gideon Capital Advisors's DVA Position: Q1 2017 in Review

Gideon Capital Advisors sold out of DaVita (DVA) in Q1 2017, closing a stake of 4,723 shares — an estimated $304K sold.

Gideon Capital Advisors first reported a position in DVA in Q2 2015 and held it in 2 quarters. The position peaked at $304K in Q4 2016. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

Gideon Capital Advisors reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
Gideon Capital Advisors sold 4,723 DaVita shares in Q1 2017, an estimated $304K.
Gideon Capital Advisors first reported a position in DaVita in Q2 2015 and held it in 2 quarters.
Gideon Capital Advisors's DaVita position peaked at $304K in Q4 2016.
482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.