Integrated Wealth Management (Palm Desert)’s DaVita DVA Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-39	Closed	-$3K	–	421
2016 Q3	$3K	Hold	39	–	–	﹤0.01%	986
2016 Q2	$3K	Hold	39	–	–	﹤0.01%	1000
2016 Q1	$3K	Hold	39	–	–	﹤0.01%	927
2015 Q4	$3K	Hold	39	–	–	﹤0.01%	1010
2015 Q3	$3K	Hold	39	–	–	﹤0.01%	1021
2015 Q2	$3K	Hold	39	–	–	﹤0.01%	1044
2015 Q1	$3K	Buy	+39	New	+$2.99K	﹤0.01%	1015

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

TCM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert)'s DVA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of DaVita (DVA) in Q4 2016, closing a stake of 39 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DVA in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 481 funds tracked by Wall St. Rank hold DVA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining DaVita position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 39 DaVita shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in DaVita in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s DaVita position peaked at $3K in Q3 2016.
481 funds tracked by Wall St. Rank held DaVita as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.