Howard Capital Management (New York)’s DaVita DVA Stock Holding History

Howard Capital Management (New York)’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 Q3	–	Sell	-3,000	Closed	-$232K	–	105
2016 Q2	$232K	Hold	3,000	–	–	0.04%	92
2016 Q1	$220K	Hold	3,000	–	–	0.04%	84
2015 Q4	$209K	Hold	3,000	–	–	0.04%	84
2015 Q3	$217K	Hold	3,000	–	–	0.04%	84
2015 Q2	$238K	Hold	3,000	–	–	0.05%	85
2015 Q1	$244K	Hold	3,000	–	–	0.05%	86
2014 Q4	$227K	Sell	3,000 -1,000	-25%	-$75.3K	0.04%	88
2014 Q3	$293K	Sell	4,000 -2,000	-33%	-$146K	0.06%	86
2014 Q2	$434K	Buy	+6,000	New	+$417K	0.09%	75

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Howard Capital Management (New York)'s DVA Position: Q3 2016 in Review

Howard Capital Management (New York) sold out of DaVita (DVA) in Q3 2016, closing a stake of 3,000 shares — an estimated $232K sold.

Howard Capital Management (New York) first reported a position in DVA in Q2 2014 and held it in 9 quarters. The position peaked at $434K in Q2 2014. 480 funds tracked by Wall St. Rank hold DVA as of Q3 2016.

Howard Capital Management (New York) reported no remaining DaVita position as of Q3 2016 after selling out during the quarter.
Howard Capital Management (New York) sold 3,000 DaVita shares in Q3 2016, an estimated $232K.
Howard Capital Management (New York) first reported a position in DaVita in Q2 2014 and held it in 9 quarters.
Howard Capital Management (New York)'s DaVita position peaked at $434K in Q2 2014.
480 funds tracked by Wall St. Rank held DaVita as of Q3 2016.

Based on Howard Capital Management (New York)'s 13F filing for Q3 2016, filed 25 Oct 2016.