IMA Advisory Services’s DaVita DVA Stock Holding History

IMA Advisory Services’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 Q3	–	Sell	-13	Closed	-$1K	–	369
2018 Q2	$1K	Buy	+13	New	+$869	﹤0.01%	423

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

Norges Bank Oslo, Norway $1T AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TCM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IMA Advisory Services's DVA Position: Q3 2018 in Review

IMA Advisory Services sold out of DaVita (DVA) in Q3 2018, closing a stake of 13 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in DVA in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 490 funds tracked by Wall St. Rank hold DVA as of Q3 2018.

IMA Advisory Services reported no remaining DaVita position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 13 DaVita shares in Q3 2018, an estimated $1K.
IMA Advisory Services first reported a position in DaVita in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's DaVita position peaked at $1K in Q2 2018.
490 funds tracked by Wall St. Rank held DaVita as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.