IPC
DVA icon

Independent Portfolio Consultants’s DaVita DVA Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-520
Closed -$38K – 734
2016
Q1 		$38K Sell
520
-180
-26% -$12.2K 0.01% 608
2015
Q4 		$49K Buy
700
+260
+59% +$19K 0.01% 574
2015
Q3 		$32K Hold
440
– – 0.01% 640
2015
Q2 		$35K Buy
440
+350
+389% +$28.7K 0.01% 667
2015
Q1 		$7K Buy
+90
New +$6.91K ﹤0.01% 744

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Portfolio Consultants's DVA Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of DaVita (DVA) in Q2 2016, closing a stake of 520 shares — an estimated $38K sold.

Independent Portfolio Consultants first reported a position in DVA in Q1 2015 and held it in 5 quarters. The position peaked at $49K in Q4 2015. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining DaVita position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 520 DaVita shares in Q2 2016, an estimated $38K.
  • Independent Portfolio Consultants first reported a position in DaVita in Q1 2015 and held it in 5 quarters.
  • Independent Portfolio Consultants's DaVita position peaked at $49K in Q4 2015.
  • 502 funds tracked by Wall St. Rank held DaVita as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.